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Part 2A of Form ADV: Firm BrochureFirm Brochure Part 2A of Form ADV Brokered Benefits, Inc. DBA Sykes Financial Services 625 At water Rd. Lake Oswego, OR 97034 503.699.9556 Info×sykesfinancial.come.sykesfinancial.this

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How to fill out firm brochure part 2a

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To fill out firm brochure part 2a, follow these steps:

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Start by reviewing the content of part 2a and understanding its purpose.

03

Gather all the necessary information and materials that need to be included in part 2a.

04

Begin by entering the basic information about your firm, such as name, address, and contact details.

05

Provide a brief overview of your firm, including its history, mission, and values.

06

Describe the services or products offered by your firm in detail, highlighting their key features and benefits.

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Include any relevant certifications, affiliations, or awards that your firm has received.

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Conclude part 2a by summarizing the unique selling points of your firm and reiterating why potential clients should choose your services.

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Review and proofread the filled-out part 2a for any errors or inconsistencies.

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Save the completed part 2a and prepare it for distribution as part of your firm's brochure.

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- Sales representatives or agents who require a comprehensive brochure to showcase the firm's capabilities during client meetings or presentations.

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- Individuals or entrepreneurs seeking investment or partnership opportunities who need to present a comprehensive overview of their firm.

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What is firm brochure part 2a?

Firm brochure part 2a is a document required by the SEC that provides information on the services and fees of a registered investment advisory firm.

Who is required to file firm brochure part 2a?

Registered investment advisory firms are required to file firm brochure part 2a.

How to fill out firm brochure part 2a?

Firm brochure part 2a can be filled out by providing accurate and updated information on the services offered, fees charged, and any conflicts of interest.

What is the purpose of firm brochure part 2a?

The purpose of firm brochure part 2a is to provide clients and potential clients with important information about the firm's services, fees, and potential conflicts of interest.

What information must be reported on firm brochure part 2a?

Information such as services offered, fees charged, disciplinary history, and conflicts of interest must be reported on firm brochure part 2a.

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