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About Money Strategies

Money Strategies, Inc. is an investment advisory and financial strategies firm registered with the Securities and Exchange Commission as a Registered Investment Advisor. Our Securities and Exchange Commission file number is 801-41282. We also maintain a current investment advisory registration with the State of Florida Department of Banking and Finance.

An Investment Advisor is a fiduciary who has a duty of undivided loyalty to his investment advisory clients and must deal fairly and honestly with them. A Registered Investment Advisor is a representative of the client. There are no education or experience requirements for a person to become registered with the Commission as an Investment Advisor.

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