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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 Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad 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.

Frederick Waller is a registered representative with the following registrations 6, 7, 63, 65 and can transact business with clients in CA, DE, PA. Frederick Waller is also an investment adviser agent licensed in PA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Securities offered through HD Vest Investment Services^SM, Member SIPC, Advisory Services offered through HD Vest Advisory Services^SM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000.

Waller Tax & Financial Services is not a registered broker/dealer or independent investment advisory firm.

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The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.

Contact

Waller Tax & Financial Services

Office: (717) 394-6097

1601 Oregon Pike

Suite 200

Lancaster, PA 17601

FINRA series 6, 7, 63, 65

[email protected]