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CLEAR FORM New Advisory Account Application SAL FINANCIAL SERVICES, INC A STERNE, AGE & LEACH GROUP COMPANY Located at Branch office RR Number Acct# (or Subscription) Date Opened Account Information

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How to fill out new advisory account application

How to Fill Out a New Advisory Account Application:

01

Start by gathering all necessary documents and information. This typically includes personal identification documents, such as a driver's license or passport, as well as proof of address and social security number.

02

Carefully read through the application form and ensure that all sections are filled out accurately and completely. Pay attention to any additional documentation or disclosures that may be required.

03

Provide details about your financial background, including income, assets, and liabilities. This information helps the advisory firm determine your suitability for specific investment products or strategies.

04

Consider seeking professional advice or assistance if you are unsure about any aspect of the application or the investment implications. Financial advisors or the customer service team of the advisory firm can guide you through the process.

05

Once the application is complete, review it for any errors or omissions. Ensure that all signatures and dates are provided where necessary.

06

Submit the application and any required supporting documents either electronically or via mail, as instructed by the advisory firm.

Who Needs a New Advisory Account Application?

01

Individuals who are interested in seeking financial advice from a registered investment advisor or advisory firm.

02

People who have specific financial goals or investment objectives and wish to take advantage of professional guidance and expertise.

03

Investors who want to establish a relationship with a trusted financial advisor to receive personalized advice and ongoing support.

Note: The specific requirements for a new advisory account application may vary depending on the country, jurisdiction, and the policies of individual advisory firms. It is important to reference the guidelines provided by the specific firm or regulatory body in your region when filling out the application.

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