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Purshe Kaplan Sterling Investments Corporate Website

Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. Our commitment to excellence is reflected in everything we do at PKS, from our compensatory package to the freedom our registered representatives have to exercise their entrepreneurial spirit. Our management teams' experience is an invaluable asset to prospective Registered Representatives and their clients.

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PKS Investments

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Don Childs

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dc●●●●●@pksinvest.com

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PKS Investments

Don Childs

18 Cor●●●●●● Woods

Al●●ny , New York, 12211

United States

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dc●●●●●@pksinvest.com

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Purshe Kaplan Sterling Investments Corporate Website | pksinvest.com Reviews

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Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. Our commitment to excellence is reflected in everything we do at PKS, from our compensatory package to the freedom our registered representatives have to exercise their entrepreneurial spirit. Our management teams' experience is an invaluable asset to prospective Registered Representatives and their clients.

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4 pks partners

5 management team

6 overview

7 alternative investments

8 college savings

9 retirement planning

10 insurance services

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Purshe Kaplan Sterling Investments Corporate Website | pksinvest.com Reviews

https://pksinvest.com

Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. Our commitment to excellence is reflected in everything we do at PKS, from our compensatory package to the freedom our registered representatives have to exercise their entrepreneurial spirit. Our management teams' experience is an invaluable asset to prospective Registered Representatives and their clients.

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pksinvest.com

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A Career At The PKS Corporate Headquarters - Purshe Kaplan Sterling Investments

http://www.pksinvest.com/dirpublic/careers/employees.aspx

Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. A CAREER AT THE PKS CORPORATE HEADQUARTERS, CORPORATE WOODS, ALBANY, NEW YORK. PKS provides support services including: third party benefits administration, investments, insurance, estate planning, personal assistants and strategic relationships with legal, accounting and other investment related services&#...

2

Commission And Fee Schedules - Purshe Kaplan Sterling Investments

http://www.pksinvest.com/dirpublic/commissionandfeeschedule.aspx

Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. COMMISSION AND FEE SCHEDULES. Equity and Options Comm Schedule. Fixed Income Comm Schedule. NFS Platform Ticket Charges. PKS Equity and Options Default Fee Schedule. Your registered representative has the option of, after discussing and agreement of client, charging more or less than the default rates.

3

Executive Management - Purshe Kaplan Sterling Investments

http://www.pksinvest.com/dirpublic/services/exec_management.aspx

Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. Brenda A. Evans, LUTCF. President of PKS Financial Services, Inc. Jeremy R. Ward. Director of Business Development for PKS Financial Services, Inc. Commission and Fee Schedule. PURSHE KAPLAN STERLING INVESTMENTS.

4

Alternative Investments - Purshe Kaplan Sterling Investments

http://www.pksinvest.com/dirpublic/products/financial.aspx

Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. At PKS, we provide qualified high-net-worth clients and institutional investors a range of alternative investments from top-tier investment managers. Alternative investments provide qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed i...

5

PKS Careers Models - Purshe Kaplan Sterling Investments

http://www.pksinvest.com/dirpublic/careers/default.aspx

Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. For established industry professionals seeking a broker/dealer relationship, Purshe Kaplan Sterling Investments is proud to offer two career platforms from which to choose. The first business model, described under the Employee Model. The second business model, described under the Independent Rep Model.

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whattax.com

Investment | Morrison and Associates Wealth Management

http://www.whattax.com/resource-center/investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. 16 Wall Street Cliches in 60 Seconds. Pundits say a lot of things about the markets. Let's see if you can keep up. If you are ...

whattax.com

Client Access | Morrison and Associates Wealth Management

http://www.whattax.com/p/client-access

Forum Financial Management Wealth Portal. Mutual Fund, Variable Annuity and Brokerage Accounts. Tax and Accounting- Net Client. Download Our Free App. We’ve built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Tax & Accounting Login. Securities offered through Purshe Kaplan Sterling Investments. Investments through PKS or Morrison & Associates Wealth Management are:. 440 South Third Street.

whattax.com

Tax | Morrison and Associates Wealth Management

http://www.whattax.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. Making Your Tax Bracket Work.

whattax.com

Estate | Morrison and Associates Wealth Management

http://www.whattax.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Do You Feel Lucky?

spectrumwealthmgmt.com

Current Clients | Spectrum – Plan To Succeed

http://www.spectrumwealthmgmt.com/current-clients

Business Continuation and Succession Planning. 401k Retirement Plans and Employee Benefits. Please select your primary concern or area of interest. Wealth Transfer and Estate Planning. Http:/ www.pksinvest.com/. Purshe Kaplan Sterling Investments). Http:/ www.advisorclient.com/. Http:/ www.cfp.net/. Certified Financial Planner Board of Standards). Https:/ wealth.emaplan.com/ema/Default.aspx? Https:/ www.csa.us/default.aspx. Society of Certified Senior Advisors). Wealth Transfer and Estate Planning.

whattax.com

Tax Resources | Morrison and Associates Wealth Management

http://www.whattax.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Download Our Free App. We’ve built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.

whattax.com

Some Useful Links

http://www.whattax.com/p/some-useful-links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Download Our Free App. We’ve built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office. Tax & Accounting Login. Securities offered through Purshe Kaplan Sterling Investments.

whattax.com

Money | Morrison and Associates Wealth Management

http://www.whattax.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. Your Cash Flow Statement. Have you ever wo...

whattax.com

In

http://www.whattax.com/p/in

At Morrison and Associates Wealth Management, we take pride in helping individuals and families work to achieve their own personal goals and dreams. The understanding that your situation is unique is critical in helping you build your road map to success. The following is a summary of some of the products and services that are available to our clients. IRA (Traditional, Roth, SEP, Simple). Annuities (Variable, Fixed). Estate, Trust and Gift Tax. Insurance and Financial Reviews. Download Our Free App.

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Purshe Kaplan Sterling Investments Corporate Website

Purshe Kaplan Sterling Investments Corporate Website. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's BrokerCheck. Equity and Fixed Income Capital Markets. Mutual Funds and Annuities. Our commitment to excellence is reflected in everything we do at PKS, from our compensatory package to the freedom our registered representatives have to exercise their entrepreneurial spirit. Our management teams' experience is an invaluable asset to prospective Registered Representatives and their clients.

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PKSIP LLC

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