Terms of Use and Disclaimers
Terms of Use and Disclaimers
Disclosures
Securities and Investment Advisory Services offered through FSC Securities Coprporation member FINRA/SIPC. Investment Advisory services offered through Wealth Management Institute a registered investment advisor independent of FSC Securities Corporation. C. Cameron Bell is a registered principal and a CFP licensed by the CFP Board of Standards.
Some investment options discussed in this website involve significant risk. This information is neither an offer to sell or a solicitation of an offer to buy any of these securities. For more complete information, including charges and expenses, offering circulars are available upon request. Please read the offering circular carefully before investing.
Any reference to historical performance herein, does not guarantee future results. Regulatory policy forbids testimonials or case histories as illustration of past performance.
Insurance proposals issued by Wealth Management Institute, Ltd. and its third party providers are outlines of coverage offered by insurers. WMI relies upon information provided by clients when preparing these proposals. If changes need to be made, please notify our office immediately. All changes are subject to review and acceptance by the insurance company. Proposals do not constitute a contract and do not include all the terms, coverage, exclusions, limitations or conditions of the actual contract language. The policies themselves must be read for those details. For your reference, policy forms will be made available upon request.
In addition to the fees and/or commissions retained by Wealth Management Institute, Ltd., it is understood and agreed that other parties, such as excess and surplus lines brokers, wholesalers, underwriting managers, and similar parties, may earn and retain usual and customary commissions and/or fees in the course of providing insurance products.
As is common practice in the industry, Wealth Management Institute, Ltd. has entered into arrangements with certain insurance carriers and wholesale brokers providing for compensation, in addition to commissions, to be paid to WMI based on several factors, including the volume of premium and/or underwriting profitability of the insurance coverage written through our firm by those carriers. This additional compensation may include non-cash awards and other benefits. The insurance coverage you purchase through WMI may be issued by an insurance carrier who has such an agreement with our firm. Should you have specific questions concerning such compensation, please contact Cameron Bell, Executive Director of the Wealth Management Institute Ltd. at (301) 926-7276.
You should not construe information on this site as rendering legal advice. Cameron Bell, Executive Director of the Wealth Management Institute Ltd. at (301) 926-7276. WMI nor any of its affiliates provide legal advice. The products and services mentioned on the site may have tax consequences and, therefore, you may wish to consult your tax advisor in order to understand the tax consequences of any product or service mentioned on this site.
New Account Procedures
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
