Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2012-01-06 |
Branch Locations
275 Se Pioneer Way Suite A101, Oak Harbor, WA 98277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Oak Harbor | WA | 06/2001 | Present |
| Joel Servatius & Associates | Oak Harbor | WA | 10/2000 | Present |
| Transamerica Financial Advisors, Inc | Oak Harbor | WA | 01/2012 | Present |
| Oak Harbor City Council Position | Oak Harbor | WA | 02/2012 | 12/2021 |
| Whidbey Ink | Oak Harber | WA | 01/2014 | Present |
| Greater Oak Harbor Chamber Of Commerce | Oak Harbor | WA | 02/2015 | 12/2021 |
| Joel Servatius & Associates | Oak Harbor | WA | 10/2000 | Present |
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc WHIDBEY INK; NOT INVESTMENT RELATED; 2371 SW FREUND ST., OAK HARBOR WA 98277; SILK SCREENING OF T-SHIRTS; OWNER; 1/2014; 8 HRS/MONTH; DESIGN ARTWORK AND MAKE T-SHRITS JOEL SERVATIUS & ASSOCIATES POSITION: SOLE PROPRIETOR NATURE: pass through INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2000 ADDRESS: 2371 SW Freund St., Oak Harbor WA 98277, United States DESCRIPTION: none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-24 |
Reach out to this advisor