Provenance Wealth Advisors (PWA) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services are offered through Provenance Wealth Advisors and Raymond James Financial Services Advisors, Inc. Any opinions are those of Relatable Finance Podcast, and PWA, and not necessarily those of Raymond James.  The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and investors may incur a profit or a loss. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Past performance does not guarantee future results. Future investment performance cannot be guaranteed and investment yields will fluctuate with market conditions. Any examples given in the podcast are for illustration purposes only. Actual investor results will vary.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully completed CFP Board’s initial and ongoing certification requirements. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Privacy Notice Link to footer –http://www.raymondjames.com/privacy_security/privacy_notice.htm 

Link to FINRA’s Broker Check: https://brokercheck.finra.org/

Raymond James Legal Disclosure: https://www.raymondjames.com/legal-disclosures