Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
| AZ | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp | Rochester | NY | 01/2007 | Present |
| Ad Banker/Ford Schools Of Arizona | Phoenix | AZ | 01/2012 | 12/2017 |
| Independent Insurance Agent | Chandler | AZ | 10/2012 | Present |
BERT H. GOLDBERG, CLU, SELF-EMPLOYED INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED- 2217 N. LONGMORE ST., CHANDLER, AZ 85225, SALE OF LIFE INSURANCE, DISABILITY INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES. POSITION IS PROPRIETOR, AGENT. STARTED OCTOBER 15, 1972. WORK 20 HOURS PER MONTH TO THIS BUSINESS. 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS. DUTIES INCLUDE: MEETING WITH CLIENTS, PREPARING AND PRESENTING PROPOSALS, PAPERWORK AND TELEPHONE CONTACTS. INSURANCE BROKER FOR- WEST COAST LIFE, FIRST COLONY LIFE, LINCOLN BENEFIT LIFE, HARTFORD LIFE, NATIONWIDE LIFE, METLIFE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 1995-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-25 |
Reach out to this advisor