Home
About
- Meet The Team
- What We Believe
Services
Blog
Account Access
LPL
Contact

Tax Season Essentials

Jay Tobias | February 12, 2019

Contact

Katahdin Financial Group

Office: (541) 668-6615

1000 NW Wall St

Suite 201

Bend, OR 97703

FINRA Series 7, 63, 66 (held with LPL Financial)

jay@katahdinfg.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

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.

Jay Tobias is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, FL, MA, MD, ME, MI, NH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WV