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Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207. BEAM Wealth Advisors, Inc. is a separate entity from Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments and BEAM Wealth Advisors, Inc. are not affiliated companies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CFP® and Certified Financial Planner™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
