please take ~3 minutes to complete this INVESTOR QUESTIONNAIRE. it WILL HELP US BETTER UNDERSTAND YOUR INVESTMENT NEEDS.  

Name *
Name
Phone - Primary *
Phone - Primary
Phone - Mobile
Phone - Mobile
When investing your money, which one do you care about most? Choose ONE. *
Which of these three hypothetical return profiles most appeals to you? Choose ONE. *
The securities markets are often volatile. If your entire investment portfolio lost 10% of its value in a month during a market decline, what would you do? Choose ONE. *
What type of account do you wish to open? Choose ONE. *
If Account type is "Joint" - Choose one of the following
If Account type is "IRA" - Choose one of the following
Do you anticipate needing these funds for any expenditures in the next year? *
Funding Method *