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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Securities offered through USCA Securities, LLC (“USCA”) , member FINRA/SIPC. Investment advisory services offered through Arax Advisory Partners, LLC (“AAP”) d/b/a U.S. Capital Wealth Advisors (“USCWA”). Municipal advisory services offered through USCA Municipal Advisors, LLC, MSRB registered.
Advisory services offered through AAP using custody, trading and support services of Charles Schwab & Company, Inc. (“Schwab”), or National Financial Services (“NFS”). The introducing broker for accounts at NFS is either USCA or Fidelity Brokerage Services, both members of FINRA/SIPC. USCA, AAP and USCWA are not owned by, affiliated with or supervised by Schwab or NFS.
Brokerage services for many accounts held at NFS offered through USCA.
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Securities offered through USCA Securities, LLC, member FINRA/SIPC. Investment advisory services offered through U.S. Capital Wealth Advisors, LLC.
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