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2020 Tax Form User Manual

2021 Tax Facts At-a-Glance

 

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC. (Equitable Financial Advisors in MN & TN)

Wells, Roselieb, & Raia Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-142012 (Rev 6/15/20) (Exp. 2/24)

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  • Home
  • Our Team
  • How We Serve
    • The Importance of Financial Guidance
    • Financial Planning Process
    • Investment Planning Process
    • Services Provided
    • Communication Process
  • Resources
    • LPL Investment Research
    • Helpful Links
    • Useful Tools
    • Learn More
  • Contact
  • Login
    • Equitable Client Login
    • eMoney Client Login

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