Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-25 |
Branch Locations
5035 Mayfield Road Suite 230, Lyndhurst, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Seven Hills | OH | 01/2006 | Present |
| Nylife Securities | Seven Hill | OH | 02/2005 | Present |
| Precision Financial Solutions | Seven Hills | OH | 10/2016 | Present |
| Precision Insurance Solutions, Llc | Lyndhurst | OH | 12/2016 | Present |
| Eagle Strategies Llc | Lyndhurst | OH | 05/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5035 Mayfield Rd, Suite 230, Lyndhurst, OH 44124; START DATE 03/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF PRECISION FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SEVEN HILLS, OH; START DATE: 10/2016] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 5035 Mayfield Rd, Suite 230, Lyndhurst, OH 44124; Start Date 12/2016; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PRECISION INSURANCE SOLUTIONS, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LYNDHURST, OH; START DATE: 12/2016] [Cryptocurrency Investment; Coinbase - invest in cryptocurrency; 13705 Braeburn Lane, Novetly, OH 44072; Start Date 04/2021; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [DiFranco Investments, LLC; I will be investing money into DiFranco Investments, which is an LLC created to invest in opportunities with Ameritex Petroleum.; 8085 Alpenrose Dr, Kirtland, OH 44094; Start Date 05/2022; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; Just invest and hope for good income/returns]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-03 |
Reach out to this advisor