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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Carol Ward Ochoa is an Investment Advisor Representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
National Ethics Association (NEA) is a membership based professional organization that has helped business professionals build their businesses on a foundation of trust, ethics and best practices. NEA is committed to helping businesses serve their customers with knowledge and integrity by providing educational resources and content encouraging and promoting ethics in business and beyond. NEA membership doesn’t make business professionals ethical. Nor does it give them license to tout their membership as a badge of ethics. The members believe in the importance of trust, transparency, and due diligence in creating a dynamic and successful business marketplace and they wish to affiliate with other business professionals who share those beliefs. For more information on NEA: https://www.ethics.net/.
Ed Slott’s Elite and Master Elite IRA Advisor Group is an exclusive IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott on a continuous basis through full day workshops, the Elite forum and other regular communications and trainings.
Ed Slott’s Elite and Master Elite IRA Advisor Group is designed to provide its members ongoing access to the most up-to-date IRA information for their clients. Advisors in the group are dedicated to being IRA distribution experts and have made a commitment to continue building their IRA knowledge base.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 470 companies in 71 countries.
Qualification for MDRT: A minimum of USD $92,000 of eligible commissions paid is required.
Qualification for Top of the Table: A minimum of USD $552,000 of eligible commissions paid is required.