Links

To use our web-based questionnaire for financial planning, please use the following link.  https://prod1.moneytree.com/sops/survey.aspx?tid=pksa

To register your accounts for electronic delivery of prospecti, annual reports, etc. you will need the code found on the mailing slip included in your mail.  Enter that code into this site and that will help you with keeping your mailbox cleaner!  www.investordelivery.com 

To register your accounts for electronic delivery of proxy voting materials you will need the "control number", which is found on the mailing slip included in proxy packet.  Enter that code into this site and that will also help you keep your mailbox clean.  www.proxyweb.com

Yahoo's Finance site is a great site for historical prices, research, charts and much more.  http://finance.yahoo.com/

To receive your free credit report from the three major reporting bureaus go here:  www.annualcreditreport.com  (Note: You do not have to get all three at the same time.  So, if you want to get a free credit report every four months, just get one of the three company reports at a time, not all three at once.)

Have you checked for any unclaimed funds?  There are billions out there and some of it may be yours.  It costs you nothing to check and see.  www.unclaimed.org

Interested in what the letters next to a financial professional's name mean?  Here is a site that explains what they all are.  http://www.wiseradvisor.com/designations.asp

FINRA'S site for researching a registered representative's filing informationwww.finrabrokercheck.com