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RJ Newsletter 2021 September

09.30.21 // Markets & Investing // Blog Article //

The vast majority of all client accounts are set up and assets have arrived. Due to technical issues at Wells Fargo Advisors not all residual assets are transferring automatically. Please alert us if you see any assets (other than annuities) appearing in your old accounts.

Volume XXXVIII, Issue 4 • September 30, 2021

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