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Investment Advisory services offered through, Waterloo Capital Management, LLC a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital Management, LLC, PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.
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