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First Name *
Last Name *
Email *
Mobile Phone *
Office Phone
Please answer all that apply:
Are you a financial professional or individual investor?
Please select one
Financial Professional
Individual Investor
I have $300,000 in liquid assets under my personal discretionary control.
Please select one
Yes
No
I have Property ownership with over $300k equity.
Please select one
Yes
No
I make at least $150k a year in net income.
Please select one
Yes
No
Describe past investment experience. (mutual funds, individual stocks, bonds, annuities...)
Please provide us with additional information about your other investments to help us more fully understand your investment profile and identify strategies that may be suitable for you. ( Type of investment / Amount ) .
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