Home
Services
About Us
Resources
Login
Schedule A Call

Global Portfolio Strategy | May 2024

Contact

Office: (401) 490-0290

Fax: (401) 206-4437

1000 Chapel View Boulevard

Suite 270

Cranston, RI 02920

marco.moretti@ifpadvisor.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners are separate entities from LPL Financial. CRPC conferred by College for Financial Planning. ©Integrated Financial Partners

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

*Integrated Financial Partners and LPL Financial do not provide tax services.

For more information visit www.FINRA.org or www.SIPC.org

Click on the links for a copy of the Firm ADV and Client Relationship Summary.