Question 1

What services does the company offer?

Accepted Answer

The company offers a range of services, including investment management, financial planning, and insurance solutions to help clients manage the changing face of life and plan for a solid future.

Question 2

What is the company's approach to investment management?

Accepted Answer

The company believes that the investment climate has never been more exciting or more challenging, and that investors need to understand which investment products are most appropriate for their situation and have a relationship with an independent representative who has a clear understanding of their needs.

Question 3

Is the company licensed and registered?

Accepted Answer

Yes, the securities offered through the company are offered through LPL Financial, which is a member of FINRA/SIPC. Additionally, the investment advisory services are offered through Newedge Advisors, LLC, which is a registered investment advisor.

Question 4

What is the geographic reach of the company?

Accepted Answer

The company's registered representative(s) can only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers can be made or accepted from any resident of any other state.

Question 5

What is the company's investment philosophy?

Accepted Answer

The company's investment philosophy emphasizes proactive planning for a solid future, taking advantage of available opportunities, and building a relationship with an independent representative who understands the client's needs.

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Pilgreen Wealth Management

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Frequently Asked Questions about Pilgreen Wealth Management

What services does the company offer?

What is the company's approach to investment management?

Is the company licensed and registered?

What is the geographic reach of the company?

What is the company's investment philosophy?

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