Karen Jessey - Wealthstrat1.com

Memorandum Of Understanding

1. Planning and Strategies:

You will receive planning and strategies for no initial costs or charges. I do not want any one to feel obligated to work with me.

2. Understand The Strategies and Plans:

You will have a basic understanding of why I recommend certain plans and strategies. I want you to understand how they work and why they are important to your financial success.

3. Like the Strategies:

You must feel good about the plans and strategies. I want you to feel good about implementing the recommendations.

4. Your Best Interest:

You must always feel that what is recommended is in your best interest. I never want you to proceed with any recommendation unless this is true.

5. You Decide to Implement:

You decide when to proceed with the implementation of any plan or strategy that is recommended.

6. No Pressure or Coercion:

At no time will I pressure you into making a decision. I will always support you in doing what you know is best for you.

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 6455 S Yosemite Street Suite 300 Greenwood Village, CO 80111. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Strategies Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member of FINRA, SIPC.

You May Click Here to visit the FINRA Website. You May Click Here to visit the SIPC Website

The Registered Representative is securities licensed in Arizona, California, Colorado, Connecticut, Florida, Maryland, Massachusetts, North Carolina, North Dakota, Oregon, and is Insurance Licensed in Arizona, California, Colorado, Nebraska, New Jersey, Oregon and Tennessee and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.