MOVING ACCOUNTS/CHANGING ADVISORS

Esther Halt | Aug 11, 2020

Esther Kuznetz discusses the steps to move accounts when changing advisors or firms.

2970 University Parkway, Suite 200
Sarasota FL 34243

Important Disclosures
Form CRS
The Investment Center, Inc.

Phone: 941-357-1390
Fax: 941-803-1697
Email: esther@starfinancialsolutions.com

All securities offered through The Investment Center, Inc. Bedminster,NJ- Member FINRA / SIPC. Advisory Services provided through IC Advisory Services, Inc.-An SEC Registered Investment Advisor. Esther Kuznetz and Peter Borho are registered representatives of The Investment Center, Inc. STAR Financial Solutions is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.

Esther Kuznetz is Registered to sell securities in the following states: FL, GA, IN, MI, NJ, NM, NY, OH, PA, SC
Esther Kuznetz is Registered with IC Advisory Services in the following states: CO, FL, GA, KY, ME, MA, NJ, NY, NC, OH, PA, SC, TX

Peter Borho is Registered to sell securities in the following states: FL, CA, CO, CT, KY, MI, MO, NH, NY, OH, TN
Peter Borho is Registered with IC Advisory Services in the following states: CO, FL, IL, MO, NY