Skip to main content

Home
About Us
- William Vlazny, CPA, CFP
Services
Resources
- Tax Library
Market Watch
Contact Us
Tax Prep Document Checklist

South Barrington Tax Services

Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Member FINRA www.finra.org , SIPC www.sipc.org

Check the background of this financial professional on FINRA's BrokerCheck.

Site Map