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Pension Portfolios

Royal Alliance Form CRS

Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor.  Insurance Services are offered through Pension Portfolios, an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.  Royal Alliance Associates, Inc. does not provide tax or legal advice

Important Consumer Information

Gary T. Charlebois is a Registered Representative and Registered Principal of and offers securities products and services through Royal Alliance Associates, Inc. In this reqard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, FL, IA, ID,  IL, KS, KY,  MD, MO, MS, MT, NC, NM, NV, OH, OK, OR, PA, RI, SD,  TN, TX, UT, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific referenced states. 

Norman B. Tucker is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc. Mr. Tucker is licensed in the states of AR, AZ, CA, CO, FL, ID, NM, NV, OK, OR, PA, UT, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced. 

Robert G. Charlebois is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc. Mr. Charlebois is licensed in the states of  AZ, CA, CO, FL, MO, NV, OH, OR and TX. No offers may be made or accepted from any resident outside the specific state referenced.

Gregory T. Charlebois is a Registered Representative with Royal Alliance Associates, Inc.  Mr. Charlebois is licensed in the state of AK, AZ, CA.  CO, FL, HI, ID, IL, KS, MD, MI, MO, NC, NM, NV, NY, OR, PA, RI, TN, TX, VA, WA and WI  No offers may be made or accepted from any resident outside the specific state referenced. 

Gary T. Charlebois, Norman B. Tucker,  Robert G. Charlebois are also  registered as investment adviser representatives under Royal Alliance Associates, Inc, a registered investment adviser, offering advisory services.

A broker-dealer "BD" investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealwer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, broker-dealer agent, investment advisor, or investment advisor representative, a consumer should contact his or her state securities law administrator.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck