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Davidson Wealth Management, LLC

Osaic Wealth Form CRS

 

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Davidson Wealth Management, LLC. Osaic Wealth, Inc.is separately owned and other entities and/or marketing names, products or services referenced here are independent ofOsaic Wealth, Inc.  This communication is strictly intended for individuals residing in the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Minnesota, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dokata, Texas, Tennessee, Vermont, Virginia and Washington. No offers may be made or accepted from any resident outside the specific states referenced.  

Richard Prozzo and Kristopher Sevcenko are also separately registered as investment advisor representatives under Davidson Wealth Management, a registered investment advisor. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed (New Hampshire, New Jersey, New York, Pennsylvania, Florida, Louisiana, South Carolina and Texas).

Davidson Wealth Management, LLC ("Davidson") is a registered investment adviser offering advisory services in the States of Florida, Louisiana, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina and Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill of training.  The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized response in a particular state by Davidson in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.  

All written content on this site is for informational purposes only.  Opinions expressed herein are solely those of Davidson, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

When you link to any of the web sites provided here, you are leaving this web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided on those web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. 

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.

Investing in securities involves risks, including the potential for loss of principal.  There is no guarantee that any investment plan or strategy will be successful.

 

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Check the background of this financial professional on FINRA's BrokerCheck