We Are Here With Solutions |
|||
 About Us
|
|||
|
Jeff is a Registered Representative of INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer and registered investment advisor. CBS Wealth Management is not affiliated with Community Bank of the South or INVEST. Securities, certain insurance products and advisory services are offered through INVEST and affiliated insurance agencies.
·May Lose Value · Not FDIC/NCUA Insured · Not Bank Guaranteed
Licensed in the states of AL, FL, GA, NC, OH, SC, MA INVEST Financial Corporation’s Privacy Policy 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. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. 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. 2. 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.
|
|||