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We are an independent broker-dealer investment advisory firm based in the San Francisco Bay Area. We belong to the following licensing and professional organizations:

National Association of Securities Dealers: www.nasd.com

Securities and Exchange Commission: www.sec.gov

International Association of Financial Planners

Securities Investor Protection Corporation

San Francisco Chamber of Commerce: www.sfchamber.com

 

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Copyright © 2000, All Rights Reserved
Phoenix Portfolio Management Services, Inc.
E-mail: star@phoenix-portfolio.com
Tel: (650) 589-0567