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WELCOME to BOOK LET Welcome to Mosaic Financial Associates. We are Anthony Williams and Marcus Ortega. Our desire to create our own firm was borne of our vision for a practice that serves as an integral

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What is mosaic financial associates?

Mosaic Financial Associates is a financial services firm that provides investment management and financial advisory services to individuals and institutions.

Who is required to file mosaic financial associates?

Individuals or entities that engage in transactions with Mosaic Financial Associates or meet specific regulatory requirements may be required to file associated forms or reports.

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The purpose of Mosaic Financial Associates is to offer comprehensive financial planning, investment strategies, and advisory services to help clients achieve their financial goals.

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Information such as client identification, financial transactions, investment strategies, and performance metrics must be reported on Mosaic Financial Associates forms as required.

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