Saturday, November 17, 2018
 
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
5225 Katy Freeway suite 430
Houston, TX 77007

   
The SMART Process® Minimize

The SMART Process® is comprised of five phases. The initial consultation is at our expense. We spend from an hour to 1 1/2 hours with you to determine if we are able to help you while you evaluate working with us.

Your time will be more productive if you bring in personal and business financial data to the first meeting. Click on Get Started on the left side button or in the menu "Get Started" for our Client Factfinder Questionnaire.

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
 
A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. 
 
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. 
 
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.
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