Best Investors
Account
Sign in
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-03-14 |
Branch Locations
Cambridge Springs, PA • United States
11676 Perry Highway Suite 1207, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Erie | PA | 07/2009 | 03/2019 |
| Various Insurance Carriers For W & R Insurance Agencies | Edinboro | PA | 09/2009 | 03/2019 |
| Success Financial Solutions, Llc | Wexford | PA | 03/2019 | Present |
| Success Wealth Management Llc | Wexford | PA | 03/2019 | Present |
3/2019-PRESENT, Success Financial Solutions, LLC, Pittsburgh PA, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT; 50% OF TIME SPENT IN THIS BUSINESS PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-20 |
Reach out to this advisor