Best Investors
Account
Sign in
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 | 2024-02-26 |
Branch Locations
32 N Mill Street, New Castle, PA 16101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | New Castle | PA | 09/2021 | 04/2022 |
| First National Bank | Hermitage | PA | 03/2013 | 09/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2021 | 04/2022 |
| First National Bank | Hermitage | PA | 04/2022 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2024 | Present |
| Cetera Investment Advisers Llc | New Castle | PA | 02/2024 | Present |
| First National Bank Of Pa | New Castle | PA | 02/2024 | Present |
PORTFOLIO MANAGER FOR FIRST NATIONAL BANK OF PENNSYLVANIA, RESPONSIBLE FOR HELPING MAINTAIN A BOOK OF BUSINESS FOR THE COMMERCIAL BANKING TEAM IN THE NORTHWEST REGION OF THE BANK, ASSIST THE RELATIONSHIP MANAGERS BY HELPING GROW THEIR BOOK OF BUSINESS, MAINTAIN AND MONITOR CLIENT RELATIONSHIPS, WORK WITH THE CLIENT, RELATIONSHIP MANAGER & CREDIT TEAM TO HAVE LOAN REQUESTS APPROVED IN ORDER TO GROW PRODUCTION/REVENUE FOR THE BANK, PREPARE DOCUMENTS FOR NEW MONEY REQUESTS AND ANUUAL RELATIONSHIP REVIEWS, ALONG WITH OBTAIN AND TRACK FINANCIAL STATEMENT REQUIREMENTS PER THE AGREEMENT IN THE LOAN DOCUMENTS, DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, DOES NOT RECOMMEND SPECIFIC SECURITIES TRANSACTIONS AND DOES NOT MAKE INVESTMENT DECISIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
Reach out to this advisor