Client Login - Cheri Blair

858-935-7808 cblair@cbfinancialservices.org

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Not associated with or endorsed by the Social Security Administration or any other government agency.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Cheri Blair at 858-935-7808 and/or cblair@cbfinancialservices.org. Securities services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. CA Insurance License #0B42369.
Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.
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