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 | 2017-09-05 |
| IL | RA | APPROVED | 1998-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schoen & Co. | Bloomingdale | IL | 08/1979 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 03/1988 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/1998 | Present |
| Schoen Financial Advisors | Bloomingdale | IL | 09/2014 | Present |
| Fates, Bodily & Parker Cpas | Itasca | IL | 01/2021 | Present |
1)SCHOEN & CO CPA'S; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; CPA FIRM; START 1979; INCOME TAX PREPARATION; 35-45HR/WEEK DURING TRADING HOURS; OWNER 2)SCHOEN FINANCIAL ADVISORS; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA FOR FINANCIAL SERVICES; START 9/1/14; 25 HR/WK DURING TRADING HOURS; WEALTH MANAGEMENT 3) FATES, BODILY & PARKER CPAS, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, TAX AND ACCOUNTING, STARTED 10/2021, POSITION/TITLE/RELATIONSHIP: CPA, APX 40 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TAX PLANNING AND PREPARATION, FINANCIAL STATEMENT PREPARATION;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-12 |
Reach out to this advisor