Pinpoint Basics

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Prosperity Network of Advisors is independent of Cetera Advisors LLC.

For registered representative use only.

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Pinpoint Basics

Pinpoint is the software we use to document Annual Client Reviews. You can also access Compliance Manuals and update your ADV Part 2B in Pinpoint.

For registered representative use only.