Intake form

Name *

Email address *

What is your current investment experience?

Please select at least one option.

Beginner

Intermediate

Advanced

What type of investments are you interested in?

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Stocks

Bonds

Real Estate

Mutual Funds

Cryptocurrency

Commodities

What is your investment goal?

What is your risk tolerance?

How did you hear about us?

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Social Media

Search Engine

Referral

What is your preferred method of communication?

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Email

Phone

Video Call

In-Person Meeting

Additional questions or comments

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