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  • Ohana Financial Advisors of Raymond James
    3540 Toringdon Way, Suite 510 Charlotte, NC 28277-3867 T: 980.465.6560
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Ohana Financial Advisors of Raymond JamesOhana Financial Advisors of Raymond James

RJ Newsletter 2022 March

03.04.2022 // Markets & Investing

My general rule of thumb for keeping paperwork:

  • A few weeks: all new confirmations until the monthly statement arrives
  • One month: the current monthly statement
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    • 2022
      • March
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Financial guidance aligned with your priorities.
Ohana Financial Advisors of Raymond JamesOhana Financial Advisors of Raymond James
  • 3540 Toringdon Way, Suite 510 Charlotte, NC 28277-3867
  • T 980.465.6560
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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