Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon Communications | Basking Ridge | NJ | 03/1990 | 06/2019 |
| Pfs Investments Inc. | Mahwah | NJ | 05/2018 | Present |
| Primerica Financial Services | Mahwah | NJ | 10/2017 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Stephen Patota, CPA LLC., Not investment related, Doylestown, PA 18902, Nature of Business: Tax preparation and accounting, Position/Title: Owner (1099), 07/2019 to Present, 100 hours committed per month (75 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-28 |
Reach out to this advisor