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Advisor Support 

Kelly Greene is committed to helping women in the industry reach their full potential. Through our Women in Finance group, we facilitate the discussions necessary to:

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  • Share best practices

  • Accomplish personal business goals

  • Enhance our client's experience by appealing to their best interests

  • Challenging the conventional presumption that wearing a power suit will ensure you are a trusted advisor

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Securities and Investment advisory offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please see website for full disclosures.

Check the background of this investment professional on FINRA’s BrokerCheck.

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