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Julieann E. Schroeder, CFP®, AIF® | May 31, 2021

Contact

Sincere Financial, Ltd.

Office: (952) 767-3494

Mobile: 6127204040

Fax: (952) 217-4270

15600 Wayzata Blvd.

Suite 305

Wayzata, MN 55391

Series 7, 63, 65

julieann@everestfg.us

Securities America Form CRS

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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.

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Securities offered through Securities America, Inc. Member FINRA/SIPC,

Advisory Services offered through Everest Financial Group, LLC., Julieann E. Schroeder, Financial Advisor.

Everest Financial Group, LLC, Securities America and Sincere Financial, Ltd. companies are separate entities.
The Investment Fiduciary Standard of Care applies to advisory services only.

Securities America and its representatives do not provide tax or legal advice. Please consult with your tax or legal professional regarding your individual situation.

Not FDIC or NCUA Insured • No Bank or Credit Union Guarantees • May Lose Value • Not a Deposit • Not Insured by any Government Agency

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