ChristinaMar 311 min2022 Client BrochureAttached below you will find the 2022 Client Brochure. This brochure provides information about the qualifications and business practices...
ChristinaFeb 1, 20211 min2021 Client Brochure Attached below you will find the 2021 Client Brochure. This brochure provides information about the qualifications and business practices...
ChristinaNov 10, 20201 minUpdated 2020 Client BrochureAttached below you will find the an updated 2020 Client Brochure. This brochure provides information about the qualifications and...
ChristinaJun 16, 20201 minNew AdvisorClient FeaturesOur investment partners at TD Ameritrade have recently upgraded their client portal. We are excited about the new system and think that...
ChristinaJun 16, 20201 min2020 Client Brochure Attached below you will find the 2020 Client Brochure. This brochure provides information about the qualifications and business practices...