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Keeping Your Investment Plan on Track

May 27, 2020 Investment College Planning

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654 Muñoz Rivera Ave. Suite 923, San Juan, Puerto Rico, 00918 | Phone: 787.763.9936 | Fax: 787.250.1413

Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.

Not all registered representatives with our firm are able to offer advisory services. See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here.

Osaic FS, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

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