Integrated Financial Solutions of Kansas City
The purpose of this form is to obtain general information about a prospective client, their family, assets, liabilities and investment knowledge. Our Broker-Dealer, St Bernard Financial Services, Inc. requires this form be kept on file by the Chief Compliance Officer to maintain oversight of the independent representatives.
Edward Taylor is an Investment Advisor Representative offering Securities and Investment Advisory Services through St Bernard Financial Services, Inc., member FINRA/SIPC. Integrated Financial Services of Kansas City is independent of St Bernard Financial Services, Inc.