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Bridging traditional with alternative ℠

Specialty

Investment and Insurance Services

Providing guidance in an underutilized area of the marketplace.

Securities offered through Arete Wealth Management, LLC, members FINRA and SIPC. Advisory services offered through Arete Wealth Advisors, LLC, an SEC registered investment adviser. Arete Wealth Management, LLC and Arete Wealth Advisors, LLC (collectively, “Arete Wealth”) are affiliates under common ownership and control. Alternative Investment Specialists, LLC (“AIS”) is a registered branch office, but a non-affiliate, of Arete Wealth. AIS is also an insurance agency licensed by the Pennsylvania Department of Insurance and a non-depository financial institution licensed by the Pennsylvania Department of Banking and Securities, products and services of which are not associated with Arete Wealth. Click here for a full list of disclosures related to AIS.

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Check the background of this investment professional on FINRA's BrokerCheck.