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Today, people are increasingly aware that there are a great number of ways to invest money and enjoy a good return. They want to choose from a full spectrum of investment products, including those that have commonly been offered by brokerage firms. This is where RCB Wealth Management can help. When your financial institution makes available brokerage services through Raymond James Financial Services Inc., a broad spectrum of investment products become available to you: Please remember that annuities are products of, and guaranteed, underwritten, and issued exclusively by insurance companies. Penalties may apply for early withdrawal. A 10% IRS penalty may apply to withdrawal prior to age 59 1/2. Also note that Mutual Funds, UITs, and Variable Annuities are sold by prospectus. For information about a specific Mutual Fund, UIT, or Variable Annuity, please request a prospectus from your Investment Executive.Raymond James Financial Services Inc. is an experienced brokerage firm, providing services and products to the customers of over 600 financial institutions. Customers like you can have convenient access to a wide range of investments at your financial institution with its familiar, comfortable surroundings and friendly people. To provide the high level of service that you expect, Raymond James Financial Services Inc. is a "self-clearing broker-dealer," utilizing the latest technology to clear and settle your brokerage transactions quickly and accurately. In this fashion, Raymond James Financial Services Inc. has control over the quality of its service, responsiveness of its operation, and expertise of our people. When you open a Raymond James Financial Services Inc. brokerage account, you may also take advantage of the following services: Dividend Reinvestment Cashless Stock Option Exercises Direct Deposit of Settlements into Checking/Savings Accounts Consolidated Statements, including mutual Fund positions
Whether you are a conservative, middle-of-the-road, or aggressive investor, RCB Wealth Management, provides financial opportunities in friendly places to investors just like you. Raymond James Financial Services Inc. brokerage customers are covered by SIPC (The Securities Investor Protection Corporation), which protects securities customers of its members up to $500,000, (including $100,000 for claims for cash). A supplemental policy underwritten by London companies provides $9.5 million in additional coverage per customer, subject to an overall aggregate. As with SIPC, Raymond James Financial Services Inc.'s supplemental policy protects customer securities and funds only if the brokerage firm fails. Neither coverage protects against a decline in the market value of your funds or securities. An explanatory brochure on SIPC coverage is available to customers upon request or at www.sipc.org. Information about the Financial Industry Regulatory Authority (FINRA) is available at www.finra.org. You may be able to enjoy these additional Raymond James Financial Services Inc.'s services at your financial institution location:
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