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First, Let's Get to know You
FIRST, LET'S GET TO KNOW YOU
Choose an Account type:
--Please choose an option--
Joint
Individual
What are your primary investment goals?:
--Please choose an option--
•Capital Preservation
•Regular Income Generation
•Long-Term Growth
•Diversification
What is your risk tolerance?
--Please choose an option--
•Very Low
• Low
•Moderate
•High
•Very High
Are you currently working with a financial advisor?
--Please choose an option--
•Yes
•No
How would you rate your overall satisfaction with your current wealth management solutions?
--Please choose an option--
•Very Satisfied
• Very Dissatisfied
•Neutral
•Dissatisfied
Please provide any additional financial information or details about yourself that you would like us to know of:
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