Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-22 |
| CA | RA | APPROVED | 2019-06-07 |
Branch Locations
4675 Macarthur Court Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Newport Beach | CA | 02/2016 | Present |
| Mml Investors Services, Llc | Newport Beach | CA | 05/2016 | Present |
Name: Christopher Bieler Inv Rel: Y Add: 4675 MacArthur Court Ste 1050 Newport Beach CA 92660 Nature: Individual Life/ Health, Group Life/Health Position: sales Start date: 01/24/2014 No. HR/MO: 2 No. HR/MO during sec trading: 2 Describe duties: individual and group life, individual and group health (2) Name: OCBA- Investment Advisory sub-committee member Inv Rel: Y Add: 4101 Westerly Pl Newport Beach CA 92660 Nature: Orange County Bar Association Position: Sub-committee member (not board member) Start Date: 03/01/2024 No Hrs/Mo: 1 No Hrs/Mo Dur Sec Trading: 1 Duties: Design and update the Investment Policy Statement. Ensure all related activities follow guidelines of such policy and identify violations. Participate in discussion surrounding annual projects which include: debt management and consolidation and budgetary constraints. Investment advice relating to market securities is not sought nor provided. (3) Name: Bieler Financial Group Inv Rel: Y Add: 4675 MacArthur Court, Ste 1050 Newport Beach CA 92660 Nature/Duties: Owner of Corporation for pass through Compensation Position: Owner Start Date: 01/01/2026 No Hrs/Mo:80 No Hrs/Mo During Sec Trading: 80
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-23 |
Reach out to this advisor