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Application for Admission to Teacher Education Secondary Education Please use the checklist below when preparing your application packet for submission. FOLDERS OR MANILA ENVELOPES ARE NOT NECESSARYHAVE
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Met with an advisor refers to meeting with a financial advisor to discuss investment strategies and financial goals.
Individuals seeking financial advice or assistance with investments are required to meet with an advisor.
To fill out met with an advisor, individuals should schedule a meeting with a financial advisor and come prepared with questions and information about their financial situation.
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Information such as income, expenses, assets, debts, financial goals, and risk tolerance must be reported during the meeting with an advisor.
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