www.broadridgeadvisor.com
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https://www.broadridgeadvisor.com/kt/HtmlNL.aspx?pvw=C675D5F901E606329B61F641E3C424B2AF52008B7E86B6B1285E9A93954D01978D8601DD75334...
Submission: On August 16 via manual from US — Scanned from US
Submission: On August 16 via manual from US — Scanned from US
Form analysis 1 forms found in the DOM
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<p style="font-family: Arial; font-size: 12pt; font-weight: bold; margin-top: 0px; margin-left: 0px; margin-right: 0px; margin-bottom: 0px;">Coastal Wealth Management</p>
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<a href="/special/VideoTranscriptPDFs/CV_Pretax_transcript.pdf" id="hlVTranscript" class="bold non-underline" target="_blank">Transcript<i><img class="pl8 mt15" src="images/icon-Download.png" alt="Download"></i></a>
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<span id="lblContentPrefix" class="intro-callout">Please contact me regarding:</span>
<span id="lblContentTitle" class="text-headline-specialized">How Pre-Tax Contributions Affect Your Paycheck</span>
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<td style="text-align: left; padding-top: 5px;"> Non-deposit investment products and services are offered through CUSO Financial Services, LP ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.
Products offered through CFS:<strong>are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.</strong>Investment
Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management solutions holding company. Atria is not a registered
broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. <br><br>This
communication is strictly intended for individuals residing in the state(s) of NC. No offers may be made or accepted from any resident outside the specific states referenced. </td>
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</form>Text Content
Coastal Wealth Management
at Coastal Credit Union
David Burk
Financial Advisor
CUSO Financial Services, L.P.
5316 Page Rd
Durham, NC 27703
919-281-2563
919-281-2566
dburk@coastal24.com
www.CoastalWealthManagement24.com
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Transcript
Please contact me regarding: How Pre-Tax Contributions Affect Your Paycheck
Non-deposit investment products and services are offered through CUSO Financial
Services, LP ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC
Registered Investment Advisor. Products offered through CFS:are not NCUA/NCUSIF
or otherwise federally insured, are not guarantees or obligations of the credit
union, and may involve investment risk including possible loss of
principal.Investment Representatives are registered through CFS. The Credit
Union has contracted with CFS for investment services. Atria Wealth Solutions,
Inc. ("Atria") is a modern wealth management solutions holding company. Atria is
not a registered broker-dealer and/or Registered Investment Advisor and does not
provide investment advice. Investment advice is only provided through Atria's
subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria.
This communication is strictly intended for individuals residing in the state(s)
of NC. No offers may be made or accepted from any resident outside the specific
states referenced.
Prepared by Broadridge Advisor Solutions, Inc. Copyright 2023.