Best Investors
Account
Sign in
Best Investors
Account
Sign in
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-02 |
| OH | RA | APPROVED | 2021-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Seven Hills | OH | 04/2010 | Present |
| Nylife Securities Llc | Seven Hills | OH | 07/2010 | Present |
| Morgan Financial Solutions | Painesville | OH | 02/2016 | Present |
| Eagle Strategies Llc | Mentor | OH | 10/2021 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 10 WEST ERIE STREET SUITE #203 PAINESVILLE, OH 44077; START DATE 08/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF MORGAN FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PAINESVILLE, OH; START DATE: 02/2016]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-02 |
Reach out to this advisor