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BROKERAGE/BRANCH MEMBER APPLICATION For DOL recognized Real Estate Firms and Branches. Setup Fees: $350 CBA Firm and/or $85 Qualifying CBA Branch Office. The setup fee does not include the first months

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How to fill out brokeragebranch member application

01

Obtain a brokerage member application form.

02

Read and understand the instructions provided with the application form.

03

Fill out your personal information accurately, including your full name, address, contact details, and social security number.

04

Provide information about your employment status, including your current employer and job title.

05

Disclose any relevant professional licenses or certifications you hold.

06

Provide details about your financial situation, including your income, assets, and liabilities.

07

Answer the questions relating to your investment experience and risk tolerance.

08

Review the completed application form for accuracy and completeness.

09

Sign and date the application form.

10

Submit the completed application form to the appropriate brokerage branch or via the designated submission method as specified in the instructions.

Who needs brokeragebranch member application?

01

Individuals who want to become a member of a brokerage branch.

02

Individuals interested in accessing brokerage services and products.

03

Individuals who wish to invest in securities through a brokerage firm.

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