Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn More

Notice of Selection Procedures for Partial Redemptions or Calls

Certain securities may be called or redeemed, in part or in whole, prior to maturity. You may access the firm's website at for a description of the firm's selection procedures in the event of partial redemptions or calls by issuers of such securities.

Upon request, we will provide you with a hard copy of these selection procedures. If you have any questions, please contact your financial advisor or call 1-800-803-3333.

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