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Name. Title. Business Company Name. Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review ). Phone #. Alt. Phone #. E-mail address. Website. Insert Compliance-approved disclosure. Investments. Investments Taxes. Investments Taxes Insurance. Investments

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  1. Name Title Business Company Name Marketing Slogan (optional:must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # E-mail address Website Insert Compliance-approved disclosure

  2. Investments

  3. Investments • Taxes

  4. Investments • Taxes • Insurance

  5. Investments • Taxes • Insurance • Estate Planning

  6. #1 independent broker/dealer as reported in Financial Planning magazine, June 1996 – 2009, based on total revenue.

  7. Quality Investment Choices

  8. Quality Investment Choices + Professional Guidance

  9. Quality Investment Choices + Professional Guidance + Objective Advice

  10. Name Title Business Company Name Marketing Slogan (optional:must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # E-mail address Website Insert Compliance-approved disclosure

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