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Ken mar Associates Investor Education and Protection Know Your Advisor KIA When you open an account with an investment dealer you have to provide personal details like your income, net worth, risk
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Know Your Advisor KYA is a form used to collect information about an individual's financial advisor.
Any individual who has a financial advisor is required to file Know Your Advisor KYA.
To fill out Know Your Advisor KYA, you need to provide information about your financial advisor, such as their name, contact information, and qualifications.
The purpose of Know Your Advisor KYA is to ensure that individuals are aware of the qualifications and background of their financial advisor.
Information such as the financial advisor's name, contact information, qualifications, and any disciplinary history must be reported on Know Your Advisor KYA.
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