Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 1996-03-14 |
Branch Locations
35 Braintree Hill Office Park Suite 102, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/1992 | 03/2019 |
| Bestgen Wealth Management, Llc | Braintree | MA | 04/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | Present |
1. BESTGEN WEALTH MANAGEMENT, LLC; SELLING FIXED INSURANCE PRODUCTS AT BRANCH LOCATION, INVESTMENT RELATED. 2. TRUSTEE FOR A CORPORATE RETIREMENT PLAN, INVESTMENT-RELATED. 3. BESTGEN WEALTH MANAGEMENT, LLC; OWNER OF OPERATING COMPANY; INVESTMENT RELATED; CONDUCTED AT BRANCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-24 |
Reach out to this advisor