1311 Questionnaire - Core

Description:

Please answer the questions to gather information on the specific geographic investment community


Name

Address

Email

Phone

Do you have any current investments?



Do you use an investment advisor or make your own investment decisions?




What type of service do (would) you expect your financial advisor to provide?

Do you own any mutual funds, index funds, ETFs, or stocks?

(If Yes to funds) Mutual funds, index funds and ETFs are a collection of stocks. Do you know which businesses you own and why you own them?



If you invested in publicly traded stocks would you want to know which business you own and why you own them?



Does your current financial adviser clearly communicate which businesses you own and why you own them?



What’s the best investment you’ve ever made?

What do you wish you knew more about in regards to investing?

If you knew your kids would take your advice what would you tell them in regards to investing?