Securities and investment advisory services are offered through Osaic FA, Inc., broker-dealer, registered investment adviser, and member of FINRA and SIPC. Osaic FA, Inc. is separately owned and other entities and/or marketing names, products, or services referenced here are independent.
1301 South Harrison Street, Fort Wayne, IN., 46802, tel: 800-237-3813
Not all financial professionals with our firm are able to offer advisory services.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
Wealthscape InvestorSM is a service mark of FMR LLC.
Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.
Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Osaic FA. Fidelity is a service provider to Osaic FA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial professional and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 908746.2.0
Osaic FA and its affiliates do not provide tax, legal or accounting advice. Consult your tax professional for any tax, accounting or legal issues.
CRN-6659595-053024
