Monitoring

From the moment we implement your CSP, we begin monitoring its performance. Our ongoing reviews ensure adherence to your financial objectives as well as constraints, and we make appropriate adjustments within your portfolio based on market conditions and portfolio objectives. Additionally, we provide quarterly performance reports, so you will be able to benchmark portfolio performance and ensure you are achieving your investment goals. You may also view your account online 24 hours a day, so you always have an updated picture of your holdings. If you have questions or concerns about your portfolio at any time, feel free to contact our office for assistance.

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Securities offered through QA3 Financial Corp. Member FINRA/SIPC.
Advisory services offered through Anchor Financial Services, Inc.; An SEC Investment Advisor.
Anchor Financial Services, Inc. and QA3 are not affiliated companies.

Mark Pearson is securities licensed in the following states: CA, FL, IN, IA,
MN, NM, OK, OR, SD, WA, WI and is insurance licensed in the state of Minnesota.

Anchor Financial Services, Inc. is licensed in the state of Minnesota to
provide Advisory services.

If you are not located in the above mentioned states it is possible for
Anchor Financial Services, Inc. to become licensed in other states.

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