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Welcome to Financial Matters

Registered Investment Advisor

 

Financial Matters


 

offers internet links to several useful web sites to help you save time.



 

Certified Financial Planner Board of Standards, Inc.

http://www.cfp.net

Internal Revenue Service

http://www.irs.gov

MSRB Home Page 

http://www.msrb.org

FINRA Home Page

http://www.finra.org

Securities and Exchange Commission

http://www.sec.gov

Social Security Administration

http://www.socialsecurity.gov

State of Wisconsin 

http://www.wisconsin.gov

WI Office of the Commissioner of Insurance

http://www.oci.wi.gov

US Department of the Treasury

http://www.ustreas.gov


AIG SunAmerica Home Page

https://www.sunamerica.com

American Funds Home Page

http://www.americanfunds.com

Financial Planning Association Home Page

http://www.fpanet.org

Franklin Templeton Investments Home Page

http://www.franklintempleton.com

Lord Abbett Home Page 

http://www.lordabbett.com

Massachusetts Financial Services Home Page

http://www.mfs.com

OppenheimerFunds, Inc. Home Page 

https://www.oppenheimerfunds.com

Putnam Investments Home Page

http://www.putnaminv.com

Royal Alliance Associates, Inc. Home Page 

http://www.royalalliance.com

 


   
Use of Links:

Please note that the information on this website is being provided strictly as a courtesy.  When you link to any of the websites provided herewith, you are leaving this site.  Financial Matters and Royal Alliance Associates, Inc. make no representation as to the completeness or accuracy of the information that is provided at these sites and are not responsible for the content or privacy policy at those sites.  Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  You are now leaving the website of Financial Matters and you assume total responsibility and risk for your use of the sites you are linking to.


 
Mutual funds and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund and the variable annuity contract and underlying funds can be obtained by e-mailing us at  vlublin@f-matters.com  or call us at (262) 468-4865.  Be sure to read the prospectus carefully before deciding whether to invest.

Important Consumer Information:

Vicki L. Lublin is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc., Member FINRA/SIPC a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Connecticut, Florida, Illinois, Maryland, Minnesota, Missouri, North Carolina, Oklahoma, Oregon, or Wisconsin.  No offers may be made or accepted from any resident outside the specific states referenced.

Vicki L. Lublin is also separately registered as an Investment Advisor Representative under Financial Matters, a Registered Investment Advisor offering advisory services in Wisconsin.  As such, these services are strictly intended for the individuals residing in Wisconsin.

A broker-dealer “BD”, investment advisor “IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent or IA Representative, as appropriate.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advise for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.


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