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MGFP Privacy Notice 2020 – Client

September 30, 2020 // by Michael Garber

MGFP Privacy Notice 2020 - Client

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STATEMENT OF REGULATORY COMPLIANCE: MICHAEL GARBER FINANCIAL PLANNING IS A REGISTERED INVESTMENT ADVISER AND ONLY TRANSACTS BUSINESS IN STATES WHERE PROPERLY REGISTERED, OR EXCLUDED OR EXEMPTED FROM REGISTRATION. FOLLOW-UP AND INDIVIDUALIZED RESPONSES TO PERSONS THAT INVOLVE RENDERING INVESTMENT ADVICE WILL NOT BE MADE ABSENT COMPLIANCE WITH STATE INVESTMENT ADVISER AND INVESTMENT ADVISER REPRESENTATIVE REGISTRATION REQUIREMENTS, OR AN APPLICABLE EXEMPTION OR EXCLUSION.

Copyright © 2023 Michael Garber Financial Planning. All rights reserved.

Form ADV Part 2 · Privacy Policy

Cover photo "Flying So Lo" kasra afzali [CC BY 2.0 (https://creativecommons.org/licenses/by/2.0)], via Wikimedia Commons