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1099 forms

1099 Forms

February 14, 2019Constance CiaricoFinancial, Investments, IRAs, Newsletter, Uncategorized

Explaining these ubiquitous forms and their uses. What is a 1099 form? This is a record of payment from …

Securities offered through Cadaret, Grant & Co. Inc. member FINRA/SIPC. Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.