Skip to main content

Tel: (610) 565-9550
Fax: 610-892-0822

Home
About Us
Client Center
Who We Serve
Resources
Contact

Proactive Planning

for a solid future

You are here

Home
Client Center
Client Access

Client Access

Client Center

Products and Services
Advanced Planning Library
Client Access

200 East State Street, Suite 303
Media, Pennsylvania
19063 United States

Tel: (610) 565-9550
Fax: 610-892-0822
Kathy.Hembree@wechslermarsico.com

Notice of Privacy Practices

Certain individuals associated with Wechsler Marsico Simpson are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian.

Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Wechsler Marsico Simpson are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.

Wechsler Marsico Simpson is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Registered in the following states: Pennsylvania (PA)

Insurance licensed in the following states: Pennsylvania (PA)

#1717220, DOFU 3/2017

© 2019 Wechsler Marsico Simpson. All rights reserved.