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ATTENTION CURRENT AND FORMER HOLDERS OF SALOMON SMITH BARNEY GUIDED PORTFOLIO MANAGEMENT (GPM) ACCOUNTS UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK W. COFFEY NORMAN, III, on behalf

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What is smith barney guided portfolio?

Smith Barney Guided Portfolio is a portfolio management service offered by the financial services firm Smith Barney. It provides personalized investment strategies and recommendations based on the individual's goals, risk tolerance, and investment preferences.

Who is required to file smith barney guided portfolio?

Individuals or entities who choose to use the Smith Barney Guided Portfolio service are required to file their portfolio information.

How to fill out smith barney guided portfolio?

To fill out the Smith Barney Guided Portfolio, individuals need to provide information about their investment goals, risk appetite, time horizon, and any specific preferences they may have. This information will be used to create a tailored investment strategy.

What is the purpose of smith barney guided portfolio?

The purpose of the Smith Barney Guided Portfolio is to assist individuals in managing their investments by providing professional guidance and recommendations.

What information must be reported on smith barney guided portfolio?

The Smith Barney Guided Portfolio requires individuals to report information such as their investment holdings, income, assets, liabilities, and any changes to their investment goals or risk tolerance.

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