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 | 2025-11-23 |
| NJ | RA | APPROVED | 2019-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Malin & Masly Financial Services Pc | Maple Shade | NJ | 02/2013 | Present |
| Cetera Financial Specialists, Llc | Schaumburg | IL | 10/2017 | 11/2019 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2019 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 11/2019 | Present |
1)NAME OF OTHER BUSINESS: MALIN & MASLY FINANCIAL SERVICES PC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PREPARATION & PLANNING SERVICES ; START DATE: 02/2013 ; POSITION/TITLE/RELATIONSHIP: TAX PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 35 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND PLANNING SERVICES 2)MALIN AND MASLY FINANCIAL SERVICES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR FINANCIAL SERVICES, FINANCIAL ADVISOR, SINCE 11/2019, 10H/WEEK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-13 |
Reach out to this advisor