Investment advisory services are offered through Ivy Wealth Management, Inc., a DBA of The Patriot Financial Group, LLC.
Securities are offered through Securities America, Inc. (SAI) member FINRA/SIPC. SAI is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SAI. This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, NJ, NY, RI, SC, & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Ivy Wealth Management, Inc., The Patriot Financial Group LLC, and Securities America, Inc. are all separate entities.