Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St Paul | MN | 08/1995 | 08/2023 |
| Minnesota Life | St Paul | MN | 09/1995 | 08/2023 |
| Wechsler/Marsico Agency | Media | PA | 09/1995 | Present |
| Wexco Financial Group | Media | PA | 09/1995 | Present |
| Cetera Wealth Services, Llc | Media | PA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Diamond State Financial Group | Media | PA | 08/2023 | Present |
DSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2018 ADDRESS: , Newark DE , United States DESCRIPTION: Agent/Broker ROCKY RUN YMCA POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: , Media PA , United States DESCRIPTION: Advisory Board 3. NAME OF OTHER BUSINESS: DIAMOND STATE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: SECURITIES AND ADVISORY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-28 |
Reach out to this advisor