This hypothetical example is used for illustrative purposes only. Actual results will vary.
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
*Securities, insurance, and advisory services offered through FSC Securities Corporation,
member FINRA/SIPC. Additional insurance services offered through
Kugler Financial Services Network, which is not affiliated with
FSC Securities Corporation.
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Joel Kugler is registered for securities business in the states of Alaska, California, Colorado,
Idaho, Indiana, Minnesota, Ohio, South Carolina, Texas, Utah, Virginia and Washington.
He is licensed for insurance business in the states of
Alaska (#23358), California (#0784675),
Idaho (#430036) and Washington (#814679)
This material was written and prepared by Broadridge Advisor Solutions.
© 2021 Broadridge Investor Communication Solutions, Inc.