Rebecca B. Paterik

Investment Advisory Representative

United Planners7506 Hundley Blvd, Dallas, TX 75231

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Disclosures

Becky Paterik is an Investment Advisory Representative Offering Securities and Advisory Services through United Planners Financial Services a Limited Partnership. Member FINRA, SIPC.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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