Best Investors
Account
Sign in
Best Investors
Account
Sign in
13680 Highway 9 Suite C100, Alpharetta, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-11 |
Branch Locations
350 Sevilla Avenue Suite 100, Coral Gables, FL 33155 • United States
13680 Highway 9 Suite C100, Alpharetta, GA 30004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Pearl Financial Services, Llc | Plantation | FL | 05/2011 | 04/2020 |
| Independent Insurance Agent | Plantation | FL | 03/2011 | Present |
| Business Tax Strategies Llc | Coral Gables | FL | 08/2019 | 02/2020 |
| Pgi Wealth Management | Minneapolis | MN | 02/2020 | Present |
1)Managing Member Ruben Rozental has a financial affiliated business as an independent insurance agent. Approximately 25% of his time is spent on these activities. He may offer Clients services from this activity. As an insurance agent, he may receive separate yet typical compensation. This is Investment Related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-03 |
Reach out to this advisor