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CURTIS & COOK FINANCIAL SERVICES
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INVEST FINANCIAL CORPORATION'S PRIVACY POLICY INVEST FINANCIAL CORPORATION (INVEST), member FINRA, SIPC, a registered broker dealer, is not affiliated with Curtis and Cook Financial Services or WEC Associates. Securities and insurance products are offered through INVEST and affiliated insurance agencies. Important Customer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or a IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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