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Financial Guidance That Brings Clarity
Fiduciary vs Securities Offered Through? Q&A Video
September 16, 2020

  Transcript of the video: Hello my name is Lee Shertzer and I’m managing partner at Stewardship Advisors here in Mount Joy. I want to talk to you today about the difference between fiduciary vs a “securities offered through” firm. I have worked in this industry for the last 35 years and gained a deeper […]

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