Serving Those Who Serve (STWS), accessible online at Www Serve Com, operates as a marketing name for securities offered through Raymond James Financial Services, Inc., a member of FINRA/SIPC. Investment advisory services are provided through Raymond James Financial Services Advisors, Inc. It’s crucial to understand that Serving Those Who Serve is independently owned and operated and is not registered as a broker-dealer or investment adviser.
Raymond James financial advisors are authorized to conduct business only with residents of the states and/or jurisdictions where they are properly registered. Consequently, responses to information requests may be delayed. Furthermore, not all investments and services mentioned are available in every state. Investors residing outside of the United States are subject to securities and tax regulations within their respective jurisdictions, which are not detailed on this site.
For your convenience, we provide links to external websites for informational purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of these websites or their sponsors. Raymond James assumes no responsibility for the content of any linked website or the collection or use of user information on those sites. For detailed information and service availability, please contact our office directly through www serve com or via the contact details provided.
For comprehensive legal information, please review the Raymond James Legal Disclosures, including Form CRS, available at Raymond James Legal Disclosures including Form CRS. Our commitment to your privacy is outlined in the Raymond James Privacy Policy, accessible at Raymond James Privacy Policy.
To verify the background of Raymond James and its financial advisors, please utilize FINRA’s BrokerCheck service: BrokerCheck. Additional resources include the Financial Industry Regulatory Authority (FINRA) Finra and the Securities Investor Protection Corporation (SIPC) SIPC.
Serving Those Who Serve is under the ownership and operation of Daniel Sipe and Tom Lee, who are the Financial Advisors. These Financial Advisors are registered professionals with Raymond James Financial Services, Inc. (“RJFS”), a SEC-registered broker-dealer, and Raymond James Financial Services Advisors, Inc. (“RJFSA”), a SEC-registered investment adviser. Collectively, with their affiliates, they are referred to as “Raymond James.”
It is important to note that Mr. Zurndorfer does not receive compensation from STWS for Presentations. However, he is compensated by STWS for similar educational presentations at Federal Retirement Benefits Seminars. All presentations, seminars, articles, and videos provided by STWS and www serve com are for informational purposes only and are not tailored to individual circumstances or financial goals. They should not be considered investment advice or a solicitation of Raymond James’ services.
Mr. Zurndorfer operates independently and is not affiliated with Raymond James. He is not authorized to provide investment advice on behalf of Raymond James, solicit investors for Raymond James, or act as an agent for Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational content provided are not endorsed or sponsored by Raymond James. They should not be interpreted as a recommendation, referral, or offer to purchase any product or service from Raymond James or the Financial Advisors associated with www serve com.
Finally, it is critical to understand that U.S. Federal government agencies, including the SEC, do not endorse or sponsor any specific securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to represent the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs, including the Thrift Savings Plan. For further clarification, please visit www serve com.
