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What issues to consider when reviewing my investments?

This checklist addresses:

Investment objectives
Investment issues
Tax Issues

MRA Advisory Group
14 Walsh Dr, Ste. 302
Parsippany, NJ 07054

6901 Professional Pky E, Suite 200
Sarasota, FL 34240

Call: +1 844.672.7623
support@mraadv.com

© 2026 MRA Advisory Group. Advisory services offered through MRA Advisory Group. A Registered Investment Advisor.

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MRA Advisory Group (“MRA”) does not guarantee the suitability or potential value of any specific investment or source of information and accepts no responsibility for reliance on such data. Past performance does not guarantee or indicate future results. This complete website is presented for informational purposes only. It should not be considered an offer to sell or a solicitation of an offer to buy the securities or other instruments mentioned therein. Opinions expressed here are subject to change without prior notice. Products mentioned in this document may not be eligible for sale in some states or countries nor suitable for all types of investors; their value and the income they produce may fluctuate and/or be negatively affected by exchange rates, interest rates, or other factors. MRA is an SEC-registered investment advisor with principal offices in the state of New Jersey. Before investing, clients must complete a suitability profile with an MRA Advisory advisor in order to determine their investment objectives, time horizon, and risk profile, among other factors. An individual portfolio recommendation will be presented to clients upon completing their respective suitability profile. MRA and its representatives comply with current registration and notification requirements imposed on registered investment advisers by the states where MRA maintains clients. MRA may only conduct business in states in which it is registered/notified or qualifies for an exemption or exclusion from registration/notification requirements. This website is limited to disclosing general information regarding its investment advisory services. For information regarding MRA registration status, contact MRA or consult the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). A complete description of MRA’s fees is outlined in Part II of your Form ADV, which is available upon request or in this website.

MRA Tax Services, LLC is an affiliated firm to MRA Advisory Group and it provides the following services in-house: tax preparation, tax planning, and bookkeeping. All other services provided by Independent Professional Service Providers. The listing of a professional as an Independent Professional Service Provider is not an endorsement or recommendation of the provider. Retention of a provider is an important decision that must be made by the client as consideration of circumstances of the client and the qualifications of the provider. Clients are not required to use the provider listed. This is not an attorney or accountant referral service, but an advertisement.

MRA
Planning
Investing
Tax Services
Brazil

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