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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
8321 Old Courthouse Rd Ste 340, Vienna, VA 22182 • 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 |
|---|---|---|---|---|
| A.M.I. Marketing Inc. Financial Services | Mclean | VA | 08/1988 | Present |
| Michael Burns Independent Insurance Agent | Vienna | VA | 01/1995 | Present |
| Mortgage Refinancing | Vienna | VA | 02/2001 | Present |
| Reliastar | Minneapolis | MI | 09/2014 | 06/2021 |
| Voya Financial Advisors | Vienna | VA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:AMI Marketing Inc; Yes; 8321 OLD COURTHOUSE RD STE 340; VIENNA; VA; 22182; DBA; registered representative; 1/1/1988; 160; 160; registered representative selling investment products|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 8321 OLD COURTHOUSE RD STE 340; VIENNA; VA; 22182; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/11/1996; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-16 |
Reach out to this advisor