Q3 2024 Plan Participant Newsletter

Contact

Office: 949-403-7529

Fax: 949-864-2932

600 W Boradway

Suite 700

San Diego, CA 92101

Securities Licenses: Series 7 (held with LPL Financial), Series 66 (held with both LPL Financial and HighPoint Advisor Group)

jimmy.chase@lpl.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.

HighPoint Form CRS

Jimmy Chase and Natasha Titova are Registered Representatives with, and Securities offered through through LPL Financial, Member FINRA & SIPC. Advisory Services offered through HighPoint Advisor Group, LLC, a registered investment advisor, HighPoint Advisor Group, LLC and C|E|F Advisors Group, DBA: Chase Enterprises Financial are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jimmy Chase | CA | 600 W Broadway, Suite 700, San Diego, CA 92101 | CA Insurance Lic. #0G38304

Natasha Titova | CA | 17852 E 17th Street, Suite 112, Tustin, CA, 92780 | CA Insurance Lic. #0C82580