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SIMPLE REDISTRIBUTION FORM Page 1 of 3 Account Executives Name:Phone Number:1. Tell Us About Yourself (Please Print) Name:Social Security Number:Address:City:State:ZIP Code:Investment Firm & Account
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Account executive's name refers to the individual responsible for managing a specific account or customer relationship within a business.
The company or organization that employs the account executive is required to file their name.
To fill out an account executive's name, you would typically provide their first name, last name, and any relevant contact information.
The purpose of including an account executive's name is to identify who is responsible for managing a particular account or customer relationship.
The information reported on an account executive's name would typically include their full name and contact details.
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