TD Ameritrade Merger | Assured Concepts Group

Financial Planning, Wealth & Tax Advisory

In this informative video, David walks you through the timelines and expectations surrounding the official account mergers resulting from the TD Ameritrade merger. Gain valuable insights into the process as David demystifies the steps involved, ensuring a smooth transition for your investments. Discover the key milestones, important deadlines, and actionable steps to take during this period of change. Stay informed and empowered as David Schlossberg provides expert guidance to navigate through the merger seamlessly. Don’t miss out on this vital information to protect and optimize your financial future. Watch now!

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Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA/SIPC, www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives.

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