Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-21 |
| MI | RA | APPROVED | 2017-12-04 |
| OH | RA | APPROVED | 2017-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tj Metzgers, Inc. | Toledo | OH | 06/2008 | 09/2016 |
| Osaic Wealth, Inc. | Toledo | OH | 01/2017 | Present |
| Unemployed | Toledo | OH | 09/2016 | 01/2017 |
1. PHI KAPPA PSI U. OF TOLEDO CHAPTER POSITION: Director, Alumni Relations NATURE: I sit on the alumni board for the fraternity chapter helping with alumni relations and communications with the organization. I assist in planning events such as reunions, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 3050 Village Loop, Toledo OH 43606, United States DESCRIPTION: Planning events, reunions. Communicating with members and alumni. 2. SAVAGE & ASSOCIATES POSITION: Agent NATURE: Independent Insurance Producer for Life, Disability and Health insurance through Savage & Associates, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2016 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Brokering competitive insurance products for clients in the lines of Life Insurance, Disability Insurance and Health Insurance. 3. SAVAGE AND ASSOCIATES - SECURITIES DBA POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2016 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee client investments, make recommendations, manage portfolios as part of my primary function as a financial professional. 4. JOHN METZGER, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2016 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling Life and Health Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-01 |
Reach out to this advisor