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Wealth Solutions Client Data Sheets

Prior to meeting with us, we ask that you please fill out the Wealth Solutions Personal Data Form to help us evaluate how we can be of assistance.

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Wealth Solutions, LLC

Office: 985-652-7702

Toll-Free: (855) 900-7702

Fax: (985) 653-0182

610 Belle Terre Boulevard

LaPlace, LA 70068

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC), a registered broker/Dealer, Member FINRA/SIPC, and a Registered Investment Advisor. AIC and Wealth Solutions LLC are not affiliated. Additional products and services may be available through Wealth Solutions LLC that are not offered through AIC. Securities products are limited to residents of Alabama, Arkansas, Florida, Illinois, Indiana, Louisiana, Mississippi, North Carolina, Nebraska, New Jersey, Ohio, Tennessee and Texas. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Wealth Solutions LLC will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. See the Associates page for individual licenses.