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Join date: Jan 3, 2023

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jamison937

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These courses are offered by The Society For Financial Awareness. SOFA the organization does not offer to sell Financial Products nor promote any one particular company. Though the presenter may mention specific Financial Instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.

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Most financial advisors do not provide specific tax/legal advice, and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your specific tax/legal situation.

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Jamison R. Banna offers Securities through Cape Securities, Inc., member FINRA/SIPC/MSRB, and Investment Advisory Services offered through Cape Investment Advisory, an SEC Registered Investment Advisor. Glacier Wealth Management, Inc. is not affiliated with Cape Securities, Inc or Cape Investment Advisory, Inc.

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