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Reset Form STANDARD ACCOUNT APPLICATION Account # Advisor # Case # INVESTMENT ADVISOR Firm (Agent) and Primary Contact: Firm Name: Primary Contact: 1 ACCOUNT TYPE: PLEASE CHECK THE APPROPRIATE BOX
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How to fill out a standard application - Howard:

01
Start by gathering all necessary information. This includes personal details such as your full name, address, contact information, and social security number. Additionally, have your employment history, education background, and any relevant certifications or licenses readily available.
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Read through the application form carefully. Take note of any specific instructions or requirements mentioned. Pay attention to the order of the sections and whether any additional documents or attachments are needed.
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Begin filling out the form by providing your personal information. Double-check that all details are accurate and up-to-date. Remember to include any previous names you may have used, for example, due to marriage or legal changes.
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Follow the same format for listing your educational background. Include the names of the schools or institutions you attended, the degree(s) earned or courses studied, and any honors or accolades received.
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Fill out any additional sections on the application form, such as references, availability, or a personal statement. Be concise but informative in your responses.
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If required, attach any supporting documents such as a resume, cover letter, or copies of certifications. Make sure these documents are organized and labeled appropriately.
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After completing the application form and any supplementary materials, sign and date it as instructed. By doing so, you certify that the information provided is accurate to the best of your knowledge.

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