by Donn J. Sinclair, MBA May 3, 2022 Your final investment returns are impacted by the risks you are willing to accept, and the fees and expenses charged. You should carefully consider any investment’s objectives, risks, fees, and expenses before you invest. Your specific financial situation and risk tolerance are two major criteria to […]
© All Rights Reserved – Sinclair Financial Solutions • Updated June 00, 2023. Notice: The IRS describes taxable compensation in general terms as what you earn from working. This specifically includes wages, salaries, tips, professional fees, bonuses, and other amounts you receive for personal services rendered. The IRS considers as taxable compensation all amounts properly shown on your W-2 in Box 1, provided that amount is not reduced by any amount entered in Box 11. For IRA purposes, scholarship and fellowship payments are taxable compensation only if shown on Form W-2 in Box 1. Consult your tax advisor and/or www.IRS.gov for more information.
@Sinclair Financial Solutions is independently owned and operated. Donn J. Sinclair, MBA is insurance licensed in NC and SC (NIPR NPN#1722815). Investment Advisory Services offered through Prosperity Wealth Management, Inc., 2333 San Ramon Valley Boulevard, Suite #200 – San Ramon, CA 94583. Securities offered through Fortune Financial Services, Inc., 3582 Brodhead Road, Suite #202 – Monaca, PA 15061; branch office of record located at 948 Myrtle Drive Rock Hill, SC 29730, Member FINRA/SIPC. Sinclair Financial Solutions, Prosperity Wealth Management, and Fortune Financial Services, Inc are separate entities. SC Real Estate License #76530, and NRDS #554027312.
Prosperity Wealth Management, Inc. dba Sinclair Financial Solutions is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Sinclair Financial Solutions and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sinclair Financial Solutions unless a client service agreement is in place.
Member FINRA/SIPC
Copyright © 2023. All rights reserved. Privacy Policy