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October 22, 2020, Weinstein Wealth Management, Inc. Form CRS Item 1. Introduction Weinstein Wealth Management, Inc. (WWF) is registered with the Securities Exchange Commission (SEC) as an investment
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01
Access the SEC website at https://www.adviserinfo.sec.gov/
02
Search for the CRS report for Wingate Wealth Advisors Inc using the CRS number: 105012
03
Fill out the required information in the report accurately and completely
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Investors who are considering working with Wingate Wealth Advisors Inc would need to access and review their CRS report available on the SEC website.
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Regulatory authorities and compliance officers may also need to refer to the CRS report for monitoring and oversight purposes.
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reportsadviserinfosecgovcrscrs105012wingate wealth advisors inc is a regulatory filing required by the Securities and Exchange Commission (SEC) for Wingate Wealth Advisors Inc.
Wingate Wealth Advisors Inc is required to file reportsadviserinfosecgovcrscrs105012wingate wealth advisors inc.
To fill out reportsadviserinfosecgovcrscrs105012wingate wealth advisors inc, Wingate Wealth Advisors Inc must provide detailed information about their assets under management, investment strategies, and other relevant financial details.
The purpose of reportsadviserinfosecgovcrscrs105012wingate wealth advisors inc is to provide transparency to the SEC and investors regarding Wingate Wealth Advisors Inc's activities and financial information.
Information such as assets under management, investment strategies, key personnel, and any conflicts of interest must be reported on reportsadviserinfosecgovcrscrs105012wingate wealth advisors inc.
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