Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-10 |
Branch Locations
20750 Civic Ctr Dr Ste 590, Southfield, MI 48076 • United States
Brighton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Auburn Hills | MI | 10/2011 | 03/2022 |
| Wealth Strategies Financial Group | Southfield | MI | 03/2022 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 03/2022 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 03/2022 | 08/2023 |
| Cetera Wealth Services, Llc | Southfield | MI | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
WEALTH STRATEGIES FINANCIAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/02/2022 ADDRESS: 20750 Civic Center Dr, Suite 590, Southfield MI 48076, United States DESCRIPTION: Fixed Insurance Sales NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-30 |
Reach out to this advisor