Uask@uwgrp.com

Home
About
Services
Useful Links
Contact

Interested in Joining Our Team?

Tell us about yourself

Name

Email

Address

Phone

Additional Info

Thank you!

Oops!

Contact

Office: (561) 345-3992

Mobile: 561-827-4176

2005 Vista Parkway

Suite 112

West Palm Beach, FL 33411

Quick Links

Retirement Solutions
Wealth Management
Estate
Insurance & Estate Planning
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

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 FMG Suite to provide information on a topic that may be of interest. FMG Suite 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through Securities America, Inc., Member FINRA/SIPC,Tom Leinwol, John Ruffa, Collin Lynch, and Matthew Shields, Registered Representatives. Advisory services offered through Securities America Advisors, Inc., Tom Leinwol and John Ruffa, Investment Advisor Representatives. Upward Wealth Group and Securities America are separate entities.

This communication is strictly intended for individuals residing in the state of FL. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.