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This presentation is for discussion purposes only. It is not a recommendation of any investment strategy or transaction, rather it is a tool for us to collaboratively: (i) confirm the accuracy of our information on your risk tolerance, investment objectives and other personal and financial information, and (ii) solicit your input and feedback in order to refine the approach for your financial future.
Please do not attempt to leave comments on this document that we are viewing together, or elsewhere on the eMoney system. The federal securities laws and industry rules put certain obligations on us regarding customer correspondence, and our use of this screen sharing feature is structured to promote compliance with those rules. A copy of this presentation can be found in your eMoney vault, and a hard copy is available at your request.
Equitable Advisors, LLC is not affiliated with or under common ownership, control or operation with eMoney Advisors, LLC. The information you view is based on the input and assumptions that you provided and/or selected. In addition, the account values are based on the most recent information available for download from the websites of the financial institutions that you identified as administering your accounts.
If you chose needs analysis services your financial professional acted not in the capacity of an investment adviser representative but as a registered representative of Equitable Advisors, LLC, FINRA member broker/dealer
If you chose financial planning services, your financial professional is acting in the capacity of an investment advisor representative of Equitable Advisors, LLC. Please refer to your Financial Planning Client Agreement and Equitable Advisors Form ADV-Parts 2A, 2B and applicable schedules that contain important information regarding the Services you have selected.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, as Equitable Network Insurance Agency of Utah, LLC.
This presentation is for discussion purposes only. It is not a recommendation of any investment strategy or transaction, rather it is a tool for us to collaboratively: (i) confirm the accuracy of our information on your risk tolerance, investment objectives and other personal and financial information, and (ii) solicit your input and feedback in order to refine the approach for your financial future.
Please do not attempt to leave comments on this document that we are viewing together, or elsewhere on the eMoney system. The federal securities laws and industry rules put certain obligations on us regarding customer correspondence, and our use of this screen sharing feature is structured to promote compliance with those rules. A copy of this presentation can be found in your eMoney vault, and a hard copy is available at your request.
Equitable Advisors, LLC is not affiliated with or under common ownership, control or operation with eMoney Advisors, LLC. The information you view is based on the input and assumptions that you provided and/or selected. In addition, the account values are based on the most recent information available for download from the websites of the financial institutions that you identified as administering your accounts.
If you chose needs analysis services your financial professional acted not in the capacity of an investment adviser representative but as a registered representative of Equitable Advisors, LLC, FINRA member broker/dealer
If you chose financial planning services, your financial professional is acting in the capacity of an investment advisor representative of Equitable Advisors, LLC. Please refer to your Financial Planning Client Agreement and Equitable Advisors Form ADV-Parts 2A, 2B and applicable schedules that contain important information regarding the Services you have selected.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, as Equitable Network Insurance Agency of Utah, LLC.