Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-25 |
Branch Locations
2061 Deer Park Ave, Deer Park, NY 11729 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Hauppauge | NY | 01/2013 | Present |
| Equitiy Services, Inc. | Montpelier | VT | 03/2013 | 04/2024 |
| Vanderbilt Financial Group | Woodbury | NY | 04/2024 | Present |
Fixed Insurance Sales. Not Investment related. Start date: 04/25/2024. Address: 2061 Deer Park Ave, Deer Park New York, 11729. Title: Financial Representative. Financial & Estate Planning Committee. Duties: Fixed Life and annuity product sales. Time spent during regular hours: 10%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-12 |
Reach out to this advisor