Best Investors
Account
Sign in
Best Investors
Account
Sign in
North Bay Village, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-24 |
| TX | RA | APPROVED_RES | 2020-02-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Miami | FL | 10/2010 | 05/2017 |
| Massachusetts Mutual Life Insurance Company | Miami | FL | 04/2017 | 08/2019 |
| Mml Investors Services | Miami | FL | 05/2017 | 08/2019 |
| Mass Mutual | Miami | FL | 05/2017 | 08/2019 |
| Forward Financial, Llc | Miami | FL | 08/2019 | Present |
(1) NAME: MOLLY SHRAUNER INV REL: Y ADDR: AT RESIDENTIAL ADDR NATURE: INDIVIDUAL LIFE, GROUP LIFE, FIXED ANNUITIES, DISABILITY, & LONG TERM CARE POSITION: SALES/AGENT START: 04/17/19 NO HRS: 5 NO HRS DUR TRADING: 3. (2) NAME: MOLLY SHRAUNER NAME OF OUTSIDE BUSINESS: FORWARD FINANCIAL ADVISORS, LLC DBA FORWARD INSURANCE AGENCY, LLC INV REL: Y ADDR: 1881 79TH ST CAUSEWAY, SUITE 1407 NORTH BAY VILLAGE FL 33141 NATURE: PRODUCT OFFERINGS ALIGN WITH CFP; CLIENTS GET PERSONALIZED INSURANCE AND ANNUITIES POSITION: OWNER, LICENSED AGENT START: 2020/06/24 RESP: ADVISING CLIENTS ON ANNUITIES, INSURANCE, AND TAILORED SOLUTIONS FROM COMPANIES NO. OF HRS: 90 NO. HRS DUR TRADING: 40.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-14 |
Reach out to this advisor