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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing 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 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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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM.  CA #0D17709. 3200 Olympus Blvd. Suite 100, Dallas, TX 75019. 972-870-6000.


The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.


Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management ®is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice.


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Ahlstrom & Baker, CPAs
Office: (714) 527-7272
Fax: (714) 828-2209

10621 Calle Lee
Suite 153
Los Alamitos, CA 90720

FINRA Series 7

tom@ahlstrombaker.com

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