What we’re about
Zoom Meeting Details - Tuesdays at 6:00 pm PST (9:00 pm EST)
https://us04web.zoom.us/j/9902213666?pwd=P7CfhETzuA8DDDgKNdaJTKfIB8kdgP.1
Meeting ID: 990 221 3666
Passcode: bitcoin
Even if you already have a financial advisor, does your portfolio feel safe in a bear market?
Will your portfolio generate enough income for your growing retirement needs?
What if 90% of your portfolio were protected on the downside, but your portfolio could still outperform the market* on the upside? How would that feel?
Join me online every Tuesday night to see how I make this possible, have your retirement planning questions answered, and see why I should be your second advisor.
*Performance not guaranteed.
Zoom Meeting Details
Tuesdays at 6:00 pm PST (9:00 pm EST)
You don't need the passcode to enter if you click on this link:
https://us04web.zoom.us/j/9902213666?pwd=P7CfhETzuA8DDDgKNdaJTKfIB8kdgP.1
Meeting ID: 990 221 3666
Passcode: bitcoin
Questions? Email [email protected]
https://calendly.com/seangurson/meeting
About Me
Unlock Investments Website
Disclaimers
Copyright 2024. Unlock Investments LLC. All rights reserved.
All clients must be qualified with an investment objective of speculation. A qualified client is an individual or entity who has a net worth of $2.2M prior to investment in the fund, excluding the value of their primary residence.
Unlock Investments LLC (UI) is a California-registered investment adviser. UI may only transact business in states where it is registered or exempt or excluded from registration. Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments, including options trading, involve the risk of losing part or all of your investment, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
This correspondence is for informational purposes only and not intended to provide specific investment advice. Unlock Investments may only provide specific investment advice in states where it is registered or exempt from registration. The performance results noted in the report are from Sean Gurson’s personal trading account, and do not reflect the performance of actual client accounts. Securities investments involve a risk of loss of part or all of your investment.
Our investment strategy involves the use of equity stocks, stock options, and digital currency investments (such as Bitcoin), which all may be speculative in nature and involve a risk of loss of principal. Returns reflect reinvested capital gains and dividends but not the deduction of taxes an investor would pay.
The blended benchmark is comprised of indices, which are unmanaged, have no deductions for fees, sales or other charges and expenses, and cannot be invested in directly. Benchmark performance is not indicative of the performance of any security. Positions in the strategy are materially different from the blended benchmark presented in that they have different holdings and different levels of risk.
The indices that comprise the blended benchmark do not engage in the trading of options. Options involve risk and are not suitable for all investors. We believe the sources of our information, which may come from third-party service providers, to be reliable, however, the accuracy and completeness of the information is not guaranteed.
