First Mate Financial Advisors, LLC This is accomplished by specializing in three areas: Retirement Planning, Alternative Investments, and Succession Planning.
At First Mate Financial Advisors, LLC, We help families chart a deliberate course for retirement and the transfer of family assets from one generation to the next. Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the states of OK, AK, AR, AZ, CO, FL, KS, MD, MO, TN, TX, and WA. No offers may be ma
de or accepted from any resident outside the state(s) referenced. IMPORTANT: Please contact me at [email protected] or by calling 918-794-5544. The site may contain links to articles or other information that are contained on a third party website. First Mate FA, LLC does not endorse or accept responsibility for any the content, or the use, of the website. First Mate FA, LLC assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. First Mate FA, LLC is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purpose of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of our broker-dealer, please go to: http://joinwoodbury.com/sites/joinwoodburyfinancial.com/files/docs/102866 0.dpf
IMPORTANT: We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site. "Likes", "Favorites" or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by First Mate FA, LLC. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Jeri Barrientos. In certain instances, direct messages may be sent through social media sites. Such messages, with may be confidential and/or privileged, are intended for use on ly by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please notify the sender immediately and destroy all copies of the message. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser. First Mate Financial Advisors LLC and Woodbury Financial Services, Inc., are not affiliated entities. This is not an official site of Woodbury Financial Services, Inc., The Hartford, or its affiliates. The opinions expressed by participants are those of the participants and are not those of Woodbury Financial Services, Inc., The Hartford, or its affiliates. This site may contain links to articles, comments, or other information from a third party. Woodbury Financial Services, Inc., The Hartford, or its affiliates do not endorse or accept responsibility of third party content. This content has not been reviewed by Woodbury Financial Services, Inc., The Hartford, or its affiliates for completeness or accuracy. All questions or concerns must be directed through the business email address or phone number listed in the profile or information section. Please do not use the social media email feature to send email messages regarding concerns. Transaction or customer service requests cannot be taken through this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative or refer to their business website for a list of these states. Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice. FINRA website: www.finra.org
SIPC website: www.sipc.org
MSRB website: www.msrb.org
