Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Investment Advisory Services offered through WMS Advisors, LLC. Purshe Kaplan Sterling Investments and WMS Advisors are not affiliated companies. Securities and Investment Advisory Services offered at 6135 Park South Drive, Suite 510, Charlotte NC 28210. Investments through PKS or WMS are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Investment Advisory Services also offered at 11810 Grand Park Ave, Suite 500 Rockville MD 20852. Investment Advisory Services through WMS Advisors, LLC also offered at 6135 Park South Drive, 

Form CRS Link: https://www.pksinvest.com/regbidisclosures/

All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. WMS Advisors, LLC (“WMS”) is a registered investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WMS, 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.