Navigate Successful Corporate Benefit Programs with the Independence, Service, Advice, Education, & Tailored Support provided by Modern-Wealth,LLC.
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Modern-Wealth, LLC Corporate Strategies |
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How Long Will Your Funds Last? Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. How Long Will It Take to Pay my Balance? Estimate the potential cost of waiting to purchase a long-term care insurance policy. |
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5018 Dorsey Hall Drive, Suite # 204 Phone: 410-528-9100 |
Jennifer R. Lee is a Registered Representative and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of MD, CA, DE, FL, MA, MN, NV, VA, NJ, NY, PA, IL, GA, . No offers may be made or accepted from any resident outside the specific state(s) referenced.
Jennifer R. Lee is also separately registered as an investment adviser representative under Modern-Wealth, LLC, a registered investment advisor, offering advisory services in the state of Maryland in which the RIA is registered. As such, these services are strictly intended for individuals residing in Maryland.
Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.