Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Work$, Inc | Cinnaminson | NJ | 04/1986 | Present |
| Michael Fox & Associates, Inc | Cinnaminson | NJ | 12/1982 | Present |
| Cetera Advisors Llc | Denver | CO | 05/1994 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.NAME OF OTHER BUSINESS: FINANCIAL PLANNING WORKS, INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/1986, 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; 2.FIXED INSURANCE PRODUCTS AGENT 3.FINANCIAL PLANNING WORKS INC, START 1986, 2499 LENOLA RD CINNAMINSON NJ, TAX PREP BOOK KEEPING, 2HR/WK 4 INTENTIONALLY DELETED 5.MICHAEL FOX AND ASSOCIATES INC, START 1982, 2499 LENOLA ROAD CINNZMINSON NJ, HOURS PER WEEK VARY, LIFE INSURANCE AND LONG TERM CARE, AGENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-21 |
Reach out to this advisor