Osaic Wealth, Inc. Form CRS
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The content is developed from sources believed to provide 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 the 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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Securities are offered through Osaic Wealth, Inc., a member of FINRA / SIPC.
Investment advisory services are offered through Osaic Wealth, Inc.
Osaic Wealth, Inc. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth, Inc.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered or excluded from state broker-dealer, investment adviser, BD agent, or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation will not be made without first complying with the appropriate registration requirement or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact their state securities law administrator.
This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, AA, AE, AP, CA, CO, CT, DC, DE, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, and WY. No offers may be made or accepted by any resident outside the states referenced.