Best Investors
Account
Sign in
Best Investors
Account
Sign in
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-15 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
77 Franklin Street Suite 501, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Kaleel Company, Inc | Boston | MA | 07/1988 | Present |
| Kaleel Investment Advisors, Llc | Boston | MA | 01/2005 | 05/2026 |
| Lincoln Financial Securities Corporation | Boston | MA | 07/2008 | 01/2025 |
| Farther | Boston | MA | 05/2026 | Present |
| Osaic Wealth, Inc. | Boston | MA | 01/2025 | 05/2026 |
THE KALEEL COMPANY, INC., 77 FRANKLIN ST. #501, BOSTON MA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: PRESIDENT/OWNER DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 12/1/1999 HOURS PER MONTH: 0-2 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-24 |
Reach out to this advisor