Tom segura merrill lynch - With a traditional IRA, contributions may be tax-deductible and the assets have the potential to grow tax-deferred. 1 However, the assets may be subject to ordinary income tax when distributed. With a Roth IRA, contributions are made with after-tax dollars and are not tax-deductible. 2 Distributions from Roth IRAs are free of federal taxes and ...

 
Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member …. Boats walker mn

May 9, 2022 · Buck, who had worked at Merrill for all but three months of his 33-year brokerage career, was managing about $1.3 billion for around 800 household accounts from 2012 through 2014, when he ... For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ...Senior Vice President. Merrill Lynch. View Thomas Segura’s profile on LinkedIn, the world’s largest professional community. Thomas has 1 job listed on their profile. See the …Merrill Lynch. Feb 1996 - Present 28 years. Our group is a team of three dedicated members that specialize in financial services. We work with individuals and organizations to create and implement ... For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ... Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member …Contact Us Request Appointment. 888.241.8095. 417 Lackawanna Avenue. Scranton, PA 18503. Hours of Operation: Mon - Fri: 8:30 AM - 4:30 PM. Welcome to the SCRANTON PA branch. This collaborative network allows us to draw on each other’s diverse experiences so we can offer investing insights, perspectives, skills and wealth planning strategies ...562.493.1300. 3010 Old Ranch Parkway. Floor 01. Seal Beach, CA 90740-2750. Hours of Operation: Mon - Fri: 8:00 AM - 4:00 PM See More Hours. Here’s an opportunity you may have been waiting for: a chance to offer clients and prospects the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America.Buoy-Catanese Group. Private Wealth Advisors. Contact Us. 415.955.3835. 555 California Street. Suite 1800. San Francisco, CA 94104. Learn more about an advisor's background on. FINRA's BrokerCheck.Jan 3, 2022 · The father-son exchange was an unforgettable conversation for Louisville, Kentucky, native Tom Segura, who matriculated at Xavier University, led a Marine platoon in Vietnam and in 1993 moved... Using Merrill Lynch's Wealth Outlook® program, we can help you visualize all your assets and evaluate the likelihood, under various market scenarios, of achieving certain financial objectives within a specified time frame. Based on the results, we can develop a customized wealth management strategy tailored to your individual situation. ...Dec 6, 2022 · 2 Bears, 1 Cave Ep. 162: https://youtu.be/LnbJrBXIjm8 Apr 7, 2022 · Managing Director. Wealth Management Advisor. Contact Me Watch My Videos. 713.840.4733. 2800 Post Oak Blvd. Houston, TX 77056. Connect with me on LinkedIn. Tom's dad was a wealth manager and vice president at Merrill Lynch. Tom hasn't had to do shit for shit for most all of his life. ... Actually embarrassing. lol Tom Segura wouldn’t even acknowledge your existence unless it came with buying a ticket to one of his boring comedy shows. Just another average at best comedian who stayed relevant ...Tom Segura is a terrible human being. Yeah, holy shit. Too high, too tight. Ya, at this point he transitioned from a comedian to an Andrew Tate influencer, if this his idea of a joke it's getting old and boring.View Tom Segura’s profile on LinkedIn, a professional community of 1 billion members. ... First Vice President at Merrill Lynch Scotch Plains, NJ. Connect William Larose ...Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member …Take our Retirement Readiness Quiz. Get actionable next steps for your long-term goals with our quick quiz. Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.Senior Vice President. Merrill Lynch. View Thomas Segura’s profile on LinkedIn, the world’s largest professional community. Thomas has 1 job listed on their profile. See the complete...Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, …Who Is Tom Segura Brother? Tom Segura was raised in a multicultural household on April 16, 1979, in Cincinnati, Ohio. He was born to Rosario “Charo” Segura, a Peruvian immigrant, and Thomas Nadeau Segura, the First Vice President of Merrill Lynch. The comedian also has two sisters, Jane And Maria Segura.How did Tom Segura fall off so hard as a comedian? : r/Standup.     Go to Standup. r/Standup. r/Standup. For standup comics, from open micers to theater acts, to …At Merrill, we provide the tools, people and know-how to help you pursue your financial goals. This guide is designed for informational purposes only. You’ll always make the final call on how you’d like to work with us. For more guidance, talk to a financial advisor today. For more information about our brokerage services and investment ...For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ...Merrill Lynch Wealth Management Branch Office. Contact Us Request Appointment. 973.912.3000. 51 John F Kennedy Pkwy. Floor 03. Short Hills, NJ 07078. Hours of Operation: Mon - Fri: 8:30 AM - 4:30 PM See More Hours.Prior to joining Merrill Lynch Wealth Management, Tom also had over 20 years of leadership experience in corporate financial management. Having previously served as a Chief Financial Officer for a variety of organizations, Tom has a demonstrated track record of finding the right financial solution amidst complex circumstances, including ...Merrill LynchWealth Management. LPF & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary …Singh & Associates. Contact Us Watch Our Videos. 10000 Avalon Boulevard. Suite 800. Alpharetta, GA 30009-2537.View Tom Segura’s profile on LinkedIn, a professional community of 1 billion members. Experience: Merrill Lynch · Location: Vero Beach, Florida, United States · 7 …As a team with over 100 years of assisting families and businesses, we work to provide familiarity, consistency, and capacity to help you meet your goals. As the world evolves, it is important to stay in front of new ideas. Institutional Investor Magazine has named Merrill the Top Global Research Firm of the Year seven of the last nine years.Find a nearby Merrill Lynch financial advisor to help with your financial needs and wealth management. Use the financial advisor near me locator to find an advisor in your area.423.282.5191. 206 Princeton Road. Suite 1. Johnson City, TN 37601. Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help ...Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are …Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser.Prior to moving to Merrill Lynch in 1999, Tom was a Vice President at J.P. Morgan Securities in Los Angeles. His career also includes tenures with a commercial investment real estate firm, and the ... For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ... Merrill Lynch. Dec 1988 - Present34 years 8 months. Plan Design Modeling, Governance Best Practices, Fiduciary Best Practices, Fiduciary Training, Investment Policy Statements.View Tom Holder’s profile on LinkedIn, the world’s largest professional community. Tom has 1 job listed on their profile. ... First Vice President at Merrill Lynch Stuart, Florida, United ...Oct 3, 2023 · Tom Segura’s Early Life. He was born on April 16, 1979, in Cincinnati, Ohio. His mother, Rosario “Charo” Segura, is a Peruvian immigrant, and his father, Thomas Nadeau Segura, was a First Vice President of Merrill Lynch. Tom grew up speaking Spanish and spent his summers in Lima, Peru. He also led a Marine platoon in Vietnam before moving to Vero Beach in 1993 where he worked as a wealth manager and vice president at Merrill Lynch. He was well-known throughout the Indian...Tom Segura Tom Segura is a writer, comedian, and actor. He was born on April 16, 1979 in Cincinnati, Ohio to Thomas Nadeau Segura and Rosario “Charo” Lazarte (a Peruvian immigrant). His dad was a First Vice President of Merrill Lynch. He has lived in Los Angeles, California; Mequon, Wisconsin; Minneapolis, Minnesota; and Vero Beach, Florida.BLANCHFIELD VAICEK GROUP. Private Wealth Advisors. Contact Us. 800.814.9774. 520 Newport Center Dr Newport Beach, CA 92660. Learn more about an advisor's background on FINRA's BrokerCheck. Your journey requires customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, …He served as an officer in the Marine Corps and saw battle in Vietnam before retiring as a Captain. Tom then married Rosario (Charo) Lazarte in 1976 in Lima, Peru. They moved to Cincinnati, Ohio, where Tom started working for Merrill Lynch in a career that spanned 41 years, the last 25 in Vero Beach.Apr 7, 2022 · Managing Director. Wealth Management Advisor. Contact Me Watch My Videos. 713.840.4733. 2800 Post Oak Blvd. Houston, TX 77056. Connect with me on LinkedIn. 601 Poydras St. Floor 25. Suite 2500. New Orleans, LA 70130. Learn more about an advisor's background on. FINRA's BrokerCheck. The Eustis Group is a leading wealth advisory group that works with clients using a holistic approach to wealth management. Our ten person team offers the attention of a boutique firm, backed by the sophistication and ... For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ... As a team with over 100 years of assisting families and businesses, we work to provide familiarity, consistency, and capacity to help you meet your goals. As the world evolves, it is important to stay in front of new ideas. Institutional Investor Magazine has named Merrill the Top Global Research Firm of the Year seven of the last nine years.518.782.4044. 26 Century Hill Drive. Latham, NY 12110. Hours of Operation: Mon - Fri: 9:00 AM - 4:30 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address ...Surely, you have heard of Tom Selleck at one time or another. Remember the quintessential private inspector Thomas Magnum from the crime drama, Magnum P.I.? What about the charming...With a traditional IRA, contributions may be tax-deductible and the assets have the potential to grow tax-deferred. 1 However, the assets may be subject to ordinary income tax when distributed. With a Roth IRA, contributions are made with after-tax dollars and are not tax-deductible. 2 Distributions from Roth IRAs are free of federal taxes and ...Merrill Lynch Wealth Management Branch Office. Contact Us Request Appointment. 203.861.5900. 2 Pickwick Plaza. Floor 4. Greenwich, CT 06830. Hours of Operation: Mon - Fri: 8:30 AM - 4:30 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and ...For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ...Take our Retirement Readiness Quiz. Get actionable next steps for your long-term goals with our quick quiz. Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.There’s a really well written Eulogy that someone posted a link to in other threads. It really shows how great of a guy that Top Dog was and very well-off monetarily after being a VP at Merrill Lynch and Chairman on the board of directors after that for the local hospital.Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, …It's no surprise then that Tom Zhu, the executive behind Tesla's rise in China, has quickly climbed through the company's corporate ladder in recent years. China has been a major s...Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, …Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.Merrill Lynch Wealth Management Branch Office. Contact Us Request Appointment. 203.861.5900. 2 Pickwick Plaza. Floor 4. Greenwich, CT 06830. Hours of Operation: Mon - Fri: 8:30 AM - 4:30 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and ...Tom Segura First VP at Merrill Lynch Vero Beach, FL. Connect John Hedge Senior Consultant at Merrill Lynch Billings, MT. Connect Bill Donnell First VP at Merrill Lynch ...I assist clients in simplifying their financial lives by focusing on and prioritizing their goals. I leverage the investment insights of Merrill and the banking convenience of Bank of America to ...Meet Tom Segura Parents Thomas Nadeau Segura and Rosario “Charo” Segura. Thomas Segura was born to Spanish immigrant parents on April 16, 1979, in Cincinnati, Ohio. His father, Thomas Nadeau Segura, was a well-known figure in his own right, serving as the vice president at Merrill Lynch and making frequent appearances …Who Is Tom Segura Brother? Tom Segura was raised in a multicultural household on April 16, 1979, in Cincinnati, Ohio. He was born to Rosario “Charo” Segura, a Peruvian immigrant, and Thomas Nadeau Segura, the First Vice President of Merrill Lynch. The comedian also has two sisters, Jane And Maria Segura.Tom has been in the financial services industry since 1997. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses that addresses ...For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ...Tom joined Merrill Lynch Wealth Management in 1998. He leads a team of six dedicated professionals focused on organizing, coordinating and managing all aspects of their clients' financial lives ...A proud Marine, Segura served in Vietnam and moved to Vero Beach from Ohio in 1993, where he continued his career with Merrill Lynch as a wealth manager and vice president. “He was loving, and he …Senior Vice President. Merrill Lynch. View Thomas Segura’s profile on LinkedIn, the world’s largest professional community. Thomas has 1 job listed on their profile. See the …Take our Retirement Readiness Quiz. Get actionable next steps for your long-term goals with our quick quiz. Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career. For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ... Using Merrill Lynch's Wealth Outlook® program, we can help you visualize all your assets and evaluate the likelihood, under various market scenarios, of achieving certain financial objectives within a specified time frame. Based on the results, we can develop a customized wealth management strategy tailored to your individual situation. ...(2022) Description / Buy at Amazon. Tom Segura is a writer, comedian, and actor. He was born on April 16, 1979 in Cincinnati, Ohio to Thomas Nadeau Segura and Rosario …As Merrill Lynch Wealth Management financial advisors, The Sullivan Group offers advice and guidance based on your goals and priorities–for yourself, your. family, and your business. We believe our wealth management philosophy is different, because we place the investor at the center. of our focus, not the market.Registered Senior Client Associate at Merrill Lynch · Experience: Merrill Lynch · Location: Belmont · 101 connections on LinkedIn. View Tom Hunt’s profile on LinkedIn, a professional ...Managing Director. Senior Financial Advisor. Contact Me. 772.223.6745. 2301 S E Monterey Rd. Suite 1. Stuart, FL 34996. Connect with me on LinkedIn.The Insider Trading Activity of Lynch Nnenna on Markets Insider. Indices Commodities Currencies Stocks For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ... Liked by Tom Dornan, CFP®, CRPC™. I started my career at Merrill Lynch Wealth Management in 2008 and am a partner of the…. · Experience: Merrill Lynch Wealth Management · Education: Fordham ...Biography. In January 2022, Thomas Nadeau Segura, 74, the father of stand-up comedian, Tom Segura, passed away. Advertisement. Thomas was a well …Using Merrill Lynch's Wealth Outlook® program, we can help you visualize all your assets and evaluate the likelihood, under various market scenarios, of achieving certain financial objectives within a specified time frame. Based on the results, we can develop a customized wealth management strategy tailored to your individual situation. ...Tom has been in the financial services industry since 1997. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses that addresses ...SVP Wealth Management, Portfolio Manager, Senior Financial Advisor at Merrill Lynch · Helping people for what's really important in life · Experience: Merrill Lynch · Education: Washington ...May 9, 2022 · Buck, who had worked at Merrill for all but three months of his 33-year brokerage career, was managing about $1.3 billion for around 800 household accounts from 2012 through 2014, when he ... 2 Bears, 1 Cave Ep. 162: https://youtu.be/LnbJrBXIjm8

As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals. We put you first, every day. Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.. Maruti eyebrow threading and lashes

tom segura merrill lynch

Profile. After more than 20 years spent in senior-level marketing, management and sales positions at prominent publishing companies, Tom joined Merrill Lynch Wealth Management in 2010 – bringing with him an extensive understanding of the financial opportunities and challenges facing successful corporate executives and owners of private enterprises.Merrill Lynch Wealth Management. Work one-on-one with a dedicated Merrill advisor to help you pursue your goals. Throughout your relationship, your advisor will remain your point of contact, maintaining a holistic view of your financial picture while bringing in an extended team of specialists to address other specific needs.Contact Us Request Appointment. 888.241.8095. 417 Lackawanna Avenue. Scranton, PA 18503. Hours of Operation: Mon - Fri: 8:30 AM - 4:30 PM. Welcome to the SCRANTON PA branch. This collaborative network allows us to draw on each other’s diverse experiences so we can offer investing insights, perspectives, skills and wealth planning strategies ...Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment advisor, Member SIPC and wholly owned subsidiary of BofA Corp. Meet all of the finalists and winners at ThinkAdvisor.com. 6. The 2023 MMI/Barron's Industry Awards winners (announced … Tom Segura is a terrible human being. Yeah, holy shit. Too high, too tight. Ya, at this point he transitioned from a comedian to an Andrew Tate influencer, if this his idea of a joke it's getting old and boring. Mar 23, 2024 · Father’s occupation: First Vice President at Merrill Lynch, a division of Bank of America. Raised in Lima, Peru, where he spoke Spanish as a child. Cultural influence: Exposed to Peruvian ... Tom joined Merrill Lynch Wealth Management in 1997 and is proud to see clients pursue their goals - whether it's building a home, selling a business or sending children to college. Working with ... At Merrill, we provide the tools, people and know-how to help you pursue your financial goals. This guide is designed for informational purposes only. You’ll always make the final call on how you’d like to work with us. For more guidance, talk to a financial advisor today. For more information about our brokerage services and investment ... Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member …Tom Segura is a very successful media personality, actor, and a great comedian whose current net worth as of 2023 is more than $15 million. ... His father was Merrill Lynch’s first Vice President, and his mother was a Peruvian. They had 3 children; Tom was the elder one and had two sisters. The family later moved to southern …Merrill Lynch Wealth Management. Work one-on-one with a dedicated Merrill advisor to help you pursue your goals. Throughout your relationship, your advisor will remain your point of contact, maintaining a holistic view of your financial picture while bringing in an extended team of specialists to address other specific needs.For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ...Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member …View Tom Segura’s profile on LinkedIn, a professional community of 1 billion members. Experience: Merrill Lynch · Location: Vero Beach, Florida, United States · 7 …The banking titan posted lower revenue and net income in three of its four main divisions, while sales and trading drove growth in global markets. Jump to Bank of America Merrill L...April 18, 2022. in. Biography. In January 2022, Thomas Nadeau Segura, 74, the father of stand-up comedian, Tom Segura, passed away. Advertisement. Thomas was a well-known community leader in Indian River County. The comic is known for telling jokes about his dad, referring to him as unfiltered and including their banter in a lot of his comedy.Father’s occupation: First Vice President at Merrill Lynch, a division of Bank of America. Raised in Lima, Peru, where he spoke Spanish as a child. Cultural influence: Exposed to Peruvian ...See list of participating sites @NCIPrevention @NCISymptomMgmt @NCICastle The National Cancer Institute NCI Division of Cancer Prevention DCP Home Contact DCP Policies Disclaimer P...Tom Brady is known for two things: football and his extremely strict diet. The diet has many confusing rules, but Brady swears it's the secret behind his athletic success. Here's a...Jan 12, 2024 · For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of ... .

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