IMPORTANT DISCLOSURE INFORMATION
Valicenti Advisory Services, Inc. (VASI) is an SEC registered investment adviser located in Elmira, New York. VASI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which VASI maintains clients. VASI may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. VASI's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of VASI's website on the internet should not be construed by any consumer and/or prospective client as VASI's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by VASI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of VASI, please contact the SEC or the state securities regulators for those states in which VASI maintains a notice filing. A copy of VASI's current written disclosure statement discussing VASI's business operations, services, and fees is available from VASI upon written request. VASI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to VASI website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by VASI), will be profitable or equal any historical performance level(s).
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by VASI or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation or prove successful. VASI is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of or as a substitute for, personalized investment advice from VASI. Please remember that it remains your responsibility to advise VASI, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services or if you would like to impose, add or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if VASI is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.Rankings are generally limited to participating advisers. No rankingshould be construed as a current or past endorsement of VASI by any of its clients. ANY QUESTIONS: VASI's Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the request and needs of the client. VASI does not serve as an attorney. VASI. does not prepare estate-planning documents or provide legal services. As disclosed on its Form ADV, tax preparation services are available for a separate fee per the terms and conditions of a separate written agreement. As also disclosed on its Form ADV, insurance services are available through Valicenti Insurance Services, Inc.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to VASI website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from VASI or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to VASI website, to release and hold harmless VASI, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from VASI.