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I Need a Planner

We appreciate your interest in working with one of our Medallion Group associates.   Please complete the information below and one of our associates will be in contact with you to discuss the benefits of working with a financial advisor.  Click the submit button at the bottom of this form and we will forward this information to an associate near you.

Thank You.


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I would like to speak with an associate of The Medallion Group about the following
(please check all that apply):
     Investment Planning
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     Estate Planning
     College Education Planning
     Life Insurance Planning
     Other, Please specify
                           
    

Each associate of The Medallion Group  is an independent contractor who is associated with one or more of our companies (Medallion Investment Services, Inc., Medallion Advisory Services LLC, or Medallion Insurance Services LLC., and thus not an employee or agent of The Medallion Group. The Medallion Group assures that every associate is properly registered to transact securities. investment advisory or insurance  business. The Medallion Group provides each associate with technical support and information pertaining to the financial services industry.

Securities Offered Through Medallion Investment Services, Inc.*, Member NASD & SIPC
811 Governor Ritchie Highway, Suite 25 / Severna Park, MD 21146 (410) 544-8400
Investment advisory services offered through Medallion Advisory Services, LLC*
Insurance products offered through Medallion Insurance Services, LLC* Wholly
*-owned subsidiary of TMG Holding Company, Inc., T/A The Medallion Group
Questions: Comments: Problems: webmaster@medalliongroup.net

The investment advisor or investment advisor representative may only transact
business in the state it is registered, or in states where registration is excluded, or
where a registration exemption may apply. Follow-up, or individualized responses to individuals
by the investment advisor or investment advisor representative that involve either the effecting or
attempting to effect the rendering of personalized investment advice for compensation, will not
be made unless the advisor is in compliance with registration requirements or an applicable
exemption or exclusion exists. This web page does not attempt to effect transactions
in securities, or render personalized investment advice for compensation, but is
limited to the dissemination of general information on products and services.


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