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Plan for Your Legacy - The Importance of a Letter of Instruction
Manage episode 361785261 series 3402305
Contenido proporcionado por Larry A. Mengerink, CFP®, AIF® and Larry A. Mengerink. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Larry A. Mengerink, CFP®, AIF® and Larry A. Mengerink o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
- Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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