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    Wecome letter & Client account form 2017.pdf
    Wecome letter & Client account form 2017.pdf
    Table of Contents 2017.pdf
    Table of Contents 2017.pdf
    Selling to Seniors 2017.pdf
    Selling to Seniors 2017.pdf
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    Risk Management 2017.pdf
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    General WSP 2017.pdf
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    Aml 2017.pdf
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    MSRB 2017.pdf
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    Annuities 2017.pdf
    Business Conituity Plan 2017.pdf
    Business Conituity Plan 2017.pdf
    Broker Dealeer Files

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    Mutual Funds 2017.pdf
    Mutual Funds 2017.pdf

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    Securities offered through Mutual Funds Associates, Inc., Member FINRA & SIPC.
    Managed accounts offered by Core Alpha, registered investment advisor with the state of New York. 

    Our firm does not render personalized investment advice or services, or effect or attempt to effect any securities transactions with this website.  The purpose of this website is to provide the public with general information about the services offered by our investment management firm.

    Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.