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Acct#: Office: Rep ID: Filing Name: Polar Investment Counsel, Inc. Brokers and Investment Advisors; Member NASA, NFL, MSB, SIPC Website: www.polarinvest1.com Full Trading Authorization with Privilege
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Research and identify your investment goals and objectives.
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Determine the level of risk you are comfortable with and the time horizon for your investments.
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Provide the necessary documents and information requested by the broker or investment advisor, such as identification, tax returns, statements of existing investments, and risk tolerance assessment.
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Review and analyze the investment recommendations provided by the broker or investment advisor in relation to your goals, risk profile, and financial situation.
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Make informed decisions based on the recommendations and consider the potential risks and returns associated with each investment option.
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Monitor your investments regularly and maintain open communication with your broker or investment advisor to stay updated on market conditions, performance, and any necessary adjustments to your portfolio.

Who needs brokers and investment advisors?

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Individuals who lack the expertise or time to stay well-informed about the financial markets and investment opportunities can benefit from the guidance and knowledge of brokers and investment advisors.
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Brokers and investment advisors are professionals who help individuals and institutions invest their money in financial markets.
Brokers and investment advisors are required to file reports with regulatory authorities.
Brokers and investment advisors must provide detailed information about their clients, investments, and activities.
The purpose of brokers and investment advisors is to help clients make informed investment decisions.
Brokers and investment advisors must report information about their clients, investments, and activities.
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