Time to Get Tax-Savvy: Managing Your Tax Burden

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Mark Santangelo is a Registered Representative of and offers securities products & services through Purshe Kaplan Sterling Investments Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of New York, New Jersey, Pennsylvania, Florida, North Carolina and Ohio. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Mark Santangelo is also separately registered as an investment adviser representative under Titan Financial Services, LLC, a registered investment advisor, offering advisory services in the state of New Jersey in which the RIA is registered. As such, these services are strictly intended for individuals residing in New Jersey.

Titan Financial Services, LLC and Purshe Kaplan Sterling Investments are not affiliate companies

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, 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 rep 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 requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.