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Questionnaire

Personal Info






Employment Info




How stable are your current and future income sources?

Current Expenses

Have you ever done a personal budget?

Do you know what your monthly expenses are?

If you do know monthly expenses, please enter here:

Balances and Holdings

Please enter Current Balances and Holdings

Account, Balance, Type of Account





Are you the sole owner of the above accounts?

How long until you begin taking money from investments?

Investing Goals

What would you like to accomplish with your investment profile?

Do you care….

Which portfolio would you prefer?

Investing Concerns

What are your main concerns regarding your money?

If you owned stocks that lost a third (-33%) in value, what would you do?

How often do you check financial markets via TV, internet, phone, etc?

How likely are you to act on a time sensitive investment tip from a friend, colleague, associate, etc?

Which best describes your feelings on market fluctuations?