Request for Information

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Are you already a Wells Fargo Advisors client? Yes No

How would you describe
your main investment goal?
Growth
Income
Preservation of Capital
Reduce Taxes
Portfolio Diversification

Please check the areas you would like to discuss,
and check if you are interested in attending a seminar on the topic:























How often would you like to review
your financial goals and progress
with your financial advisor?
Once a quarter
Every 6 months
Once a year

Please estimate your
Net Worth:
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000

Please estimate your
Total Portfolio Value:
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000

How would you like to be contacted? E-mail Mail Telephone
If you would like to be contacted
by telephone, when would be
an appropriate time to contact you
concerning your financial needs?
Morning Afternoon Night
Weekday Weekend

Severin Investments
211 North Broadway, Suite 2925
St. Louis, MO 63102
Phone: (866) 983-2707  (314) 983-2707 Fax: (314) 983-9218
www.severininvestments.com
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck