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Marc I Dashevsky

Bestvest Investments, Ltd.

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About Marc I Dashevsky

Marc Dashevsky is a registered representative with Bestvest Investments, Ltd. Marc has been in the financial services industry since 1980. Marc holds FINRA Series 1, 4, 7, 24, 63 and SIE licenses. Marc has 40+ years of experience providing financial advice to clients in Pennsylvania and New Jersey.

Firm Information

Marc Dashevsky 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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Marc Dashevsky’s Registration & Firm History

PA

07/30/2001 - Present

Bestvest Investments, Ltd. (MEDIA PA)

PA

09/26/1994 - 07/19/2001

FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)

NJ

01/11/1994 - 09/09/1994

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

NJ

03/09/1990 - 12/31/1993

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

NA

08/07/1985 - 03/08/1990

JANNEY MONTGOMERY SCOTT INC.

NA

12/07/1983 - 08/05/1985

HERZFELD & STERN INC.

NA

02/02/1982 - 01/11/1984

PRUDENTIAL-BACHE SECURITIES INC.

NA

12/01/1980 - 10/01/1983

BACHMAN & ASSOCIATES

NA

12/10/1981 - 02/09/1982

ELKINS & CO.

NA

11/23/1971 - 10/01/1972

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 01/20/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2004

Series 4 - Registered Options Principal Examination

BC

Issued 10/15/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1980

Series 7 - General Securities Representative Examination

BC

Issued 11/15/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc I Dashevsky.
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