Tag: Holidays

Holiday Greeting – Labor Day 2024

Compliance Approval Numbers: American Portfolios: Cetera: 8/26/2024 NEXT Financial: Raymond James Financial Services: 583101 Sigma Financial/Parkland Securities: Triad Advisors: United Planners: 24-4348 Download

Holiday Greeting – 4th of July

Compliance Approval Numbers: American Portfolios: 06/13/24 Cetera: 06/13/24 NEXT Financial: 06/13/24 Raymond James Financial Services: 522317 Sigma Financial/Parkland Securities: 06/13/24 Triad Advisors: 6696210 United Planners:…

Holiday Greeting – Father’s Day

Use this collection of ghostwritten templates to send a holiday greeting to clients and prospects for Father’s Day. (Jun 2024) Compliance Approval Numbers: American Portfolios:…

Holiday Greeting – Father’s Day – LPL

Use this collection of ghostwritten templates to send a holiday greeting to clients and prospects for Father’s Day. (Jun 2024) LPL Compliance Approval Number: 585819-1…

Holiday Greeting – Juneteenth – LPL

Use this collection of ghostwritten templates to send a holiday greeting to clients and prospects for Juneteenth. (Jun 2024) LPL Compliance Approval Number: 585826-1 Download

Holiday Greeting – Juneteenth

Use this collection of ghostwritten templates to send a holiday greeting to clients and prospects for Juneteenth. (Jun 2024) Compliance Approval Numbers: American Portfolios: Cetera:…

Holiday Greeting – Memorial Day

Use this collection of ghostwritten templates to send a holiday greeting to clients and prospects for Memorial Day. (May 2024) Compliance Approval Numbers: American Portfolios:…

Holiday Greeting – Memorial Day – LPL

Use this collection of ghostwritten templates to send a holiday greeting to clients and prospects for Memorial Day. (May 2024) LPL Compliance Approval Number: 576373-1…

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