Get to know Sean Koscho, a unique blend of financial savvy and community service. With over 13 years on Wall Street and nearly a decade as a firefighter, Sean brings unparalleled insights to the table.
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As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal.