Best Investors
Account
Sign in
Best Investors
Account
Sign in
633 S. Brea Blvd. #7, Brea, CA 92821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities, Inc | Palm Beach Gardens | FL | 01/2005 | 09/2016 |
| Planmember Securities Corporation | Carpinteria | CA | 09/2016 | 03/2022 |
| Choice Financial & Insurance Services, Inc. | Brea | CA | 05/2002 | Present |
| Choice Financial & Insurance Services, Inc. | Brea | CA | 03/2022 | Present |
1) CHOICE Financial & Insurance Services, Inc-633 S. Brea Blvd., #107, Brea, CA 92821-5308; Investment related; Insurance Sales & Svcs; Insurance Agent; Start date 05/02; 80 hrs/mnth & during trading. 2) CHOICE Financial & Insurance Services, Inc-633 S. Brea Blvd., #107, Brea, CA 92821-5308; Noninvestment related; Tax Preparation services; Tax preparer; Start date 01/10; 60 hrs/mnth (from approx. Feb to April); 40 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-06-18 |
Reach out to this advisor