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Stock Eval form

Dear Member…
Input your Account Holdings to receive the FREE Stock Evaluation Report
  Company or Fund* Ticker #Shares Owned* Price/Share Paid* Total Invested
1 $0.00
2 $0.00
3 $0.00
4 $0.00
5 $0.00
6 $0.00
7 $0.00
8 $0.00
9 $0.00
10 $0.00
11 $0.00
12 $0.00
13 $0.00
14 $0.00
15 $0.00
16 $0.00
17 $0.00
18 $0.00
19 $0.00
20 $0.00
  $0.00
Account Type
Taxable Individual Account Joint Account Trust Account
Tax Deferred 401k   IRA   ROTH   403b   Other
 
Profile - How I Make Investment Decisions
Commissioned Broker Recommends I Make my own decisions
Fee-Based Broker Makes Decisions Other
Bank Trust Dept Makes Decisions
 
Years to Retirement
Less than 5 Years 15-20+ Years
Retired 7-10 Years
Disabled 5-7 Years