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Are you already a Wells Fargo Advisors client? |
Yes
No
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How would you describe your main investment goal? |
Growth
Income
Preservation of Capital
Reduce Taxes
Portfolio Diversification
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Please check the areas you would like to discuss, and check if you are interested in attending a seminar on the topic: |
Estate and Retirement Planning: |
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Stocks, Bonds, and Mutual Funds: |
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Comprehensive Financial Planning: |
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Education Planning |
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Annuities and Insurance |
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Trust Services |
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Lending Services |
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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
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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
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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
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How would you like to be contacted? |
E-mail
Mail
Telephone
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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
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Weekday
Weekend
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