Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Portage | MI | 08/2000 | 06/2024 |
| Securities America Advisors | Omaha | NE | 09/2000 | 06/2024 |
| Osaic Wealth, Inc. | Portage | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Portage | MI | 06/2024 | Present |
1.SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 8/2000 - LOCATED AT 2224 E CENTRE AVE, PORTAGE, MI 49002 2. KLENOW KESSENICH CENTRE ST PROPERTIES LLC OFFICE RENTAL PARTNER 1% TIME SPENT 3. JK FINANCIAL SERVICES INC POSITION: Owner NATURE: Prepare income tax returns INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 01/01/1995 ADDRESS: 2224 E Centre, Portage MI 49002, United States DESCRIPTION: prepare income tax returns 4. JEROME KESSENICH POSITION: sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 4/1980 - LOCATED AT 2224 E CENTRE AVE, PORTAGE, MI 49002. Sole Proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/1980 ADDRESS: 2224 E Centre Ave, Portage MI 49002, United States DESCRIPTION: sales of Fixed annuities, EIA and term life insurance and health insurance 5. KLENOW KESSENICH CENTRE ST PROPERTIES LLC POSITION: LLC member NATURE: owner of office building where my Osaic branch office is located INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2005 ADDRESS: 2224 E Centre, Portage MI 49002, United States DESCRIPTION: lease office space to myself
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-29 |
Reach out to this advisor