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Item 1 Cover Waveform ADV Part 2APlotkin Financial Advisors, LLC Doing Business AsPlotkin Retirement Advisors 8401 Connecticut Avenue, Suite 400 Chevy Chase, MD 20815 P: 3019079790 www.pfallc.comMarch
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Plotkin Financial Advisors LLC is a financial advisory firm that provides investment advice and financial planning services to clients.
Plotkin Financial Advisors LLC is required to file with the appropriate regulatory bodies, such as the Securities and Exchange Commission or state securities regulators.
The form for filing Plotkin Financial Advisors LLC typically includes information about the firm's ownership, investment strategies, fees, and any disciplinary history.
The purpose of Plotkin Financial Advisors LLC is to help clients achieve their financial goals through personalized investment advice and planning.
Information that must be reported on Plotkin Financial Advisors LLC includes details about the firm's business practices, conflicts of interest, and any disciplinary actions.
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