Through your online portal, you have access to a convenient view of any strategies or products that we have implemented into your portfolio. You also have access to a variety of educational materials and resources to help you gain a greater understanding of your finances.

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Securities traded through LIBERTY PARTNER FINANCIAL SERVICES, LLC; Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 620, Bakersfield, CA 93309; phone 800-440-0442

Member FINRA/SIPC. Nathan Rogero is a licensed insurance agent.