POTOMAC FINANCIAL GROUP |
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Learning CenterWelcome to the Learning Center. Here you'll find a wealth of content to inform and educate - dozens of articles, an extensive list of financial calculators, and a comprehensive glossary of financial terms.
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18310 Montgomery Village Avenue, Suite 420 Phone: 301-948-3900 |
INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer is not affiliated with Potomac Financial Group. Securities, advisory services, and certain insurance products are offered through INVEST, a federally registered Investment Advisor, and affiliated insurance agencies.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
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Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.