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Joseph A Suski

Bestvest Investments, Ltd.

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About Joseph A Suski

Joseph Suski is a registered representative with Bestvest Investments, Ltd. Joseph has been in the financial services industry since January 18, 1973. Joseph holds Series 63, Series 24, Series 7TO, SIE, and Series 1 licenses. Joseph is currently registered in 15 states and is associated with 1 branch office. Joseph has previously been registered with Standard Brokerage Services, Inc., PRINCIPAL FINANCIAL SECURITIES,INC., HAMILTON INVESTMENTS, INC., THE OHIO COMPANY, PRUDENTIAL-BACHE SECURITIES INC., THOMSON MCKINNON SECURITIES INC., DEAN WITTER REYNOLDS INC., and REYNOLDS SECURITIES, INC. Joseph has a track record of success in the financial services industry, specializing in financial planning and portfolio management for individuals.

Firm Information

Joseph Suski is currently registered with Bestvest Investments, Ltd.. Bestvest Investments, Ltd. is a Corporation registered with the SEC and in 50 states. Founded in 1995, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and banking or thrift institutions. With 121 clients and approximately $75,186,176 in regulatory assets under management, Bestvest Investments is committed to helping clients achieve their financial goals.

$75.19M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Suski’s Registration & Firm History

MI

10/09/1998 - Present

Bestvest Investments, Ltd. (ST CLAIR SHORES MI)

NA

02/10/1997 - 03/06/1998

STANDARD BROKERAGE SERVICES, INC.

TX

09/01/1994 - 03/13/1995

PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)

NA

09/09/1993 - 09/01/1994

HAMILTON INVESTMENTS, INC.

OH

03/12/1991 - 08/05/1993

THE OHIO COMPANY (CINCINNATI OH)

NY

08/25/1989 - 12/24/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NA

06/30/1989 - 08/25/1989

THOMSON MCKINNON SECURITIES INC.

NY

05/07/1985 - 08/25/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

NA

02/24/1978 - 02/15/1985

DEAN WITTER REYNOLDS INC.

NA

01/09/1970 - 02/24/1978

REYNOLDS SECURITIES, INC.

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Licenses & Designations

BC

Issued 04/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/1990

PC - AMEX Put and Call Exam

BC

Issued 08/15/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph A Suski.
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