Disclosures
Important information about this website.
The views on this website are my own and are not those of Oberon Securities LLC, Rothswell, Bobby Inc., Forbes or any other organization mentioned. Titles and affiliations are given for identification.
Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security, and nothing here is investment, legal, tax or insurance advice. Articles are general information. Speak with a qualified adviser about your own situation.
The American Legacy Fund is under development. It is not offered through this website.
Investment banking services referred to on this website are provided through Oberon Securities LLC, a broker-dealer and member of FINRA and SIPC. Information about Oberon Securities and its registered representatives is available through FINRA BrokerCheck at brokercheck.finra.org.
Ardi Shita is a New York licensed insurance producer (NPN 22062424; agent license LA-1951560, life broker license LB-1951560), authorized for life, accident and health insurance. The Rothswell Agency LLC holds New York agent license LA-1997378 and life broker license LB-1997378. Licenses are issued by the New York State Department of Financial Services and can be verified at dfs.ny.gov. Insurance services are provided through Rothswell.
Awards, directory listings, press mentions and transaction references describe past events. They are not endorsements and say nothing about future results. Forbes Councils articles are written by members. Transaction descriptions draw on public information, and some illustrations are original artwork.
Logos and names of other organizations belong to their owners and are shown to identify relationships, memberships and publications. Their use does not mean endorsement. Photographs are credited to their sources, and rights remain with their owners. If you are a rights holder and want something changed or removed, please contact me.
Messages sent through the contact form are used to reply to you. Please do not send account numbers, passwords or other confidential information through this website.