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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Cary Rubman is a registered representative registered to transact business with clients in AZ, CA, CT, FL, GA, IL, IN, MA, ME, MS, NC, NH, NJ, NM, NY, PA, RI, SC, VA, VT. Cary Rubman is advisory licensed in the following states CT, MA, NH, NJ, NY, RI, WA. Cary Rubman is also an insurance agent licensed in MA, CT, ME, NJ. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000
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Derek Meade is a registered representative registered to transact business with clients in CA, CT, FL, MA, NY. Derek Meade is advisory licensed in the following states CT, MA, NY, TX. Derek Meade is also an insurance agent licensed in CT, MA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Shannon Hotchkiss is a registered representative registered to transact business with clients in CT. If you are not a resident of the state noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Jake Kenyon is a registered representative registered with the following FINRA registrations, Series 6, 63 to transact business with clients in CT. Jake Kenyon is also an insurance agent licensed in CT. If you are not a resident of the state noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
InnoVest Financial Services, LLC is not a registered broker/dealer or independent investment advisory firm.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Investments Insurance Products: Are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, may lose Value
Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website. The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.
