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DISCLOSURE BROCHURE (FORM ADV, PART 2A) ARRIVES INVESTMENT MANAGEMENT, LLC SEC File No. 801-55501 4211 S 102nd Street Omaha, NE 68127 Main: 888-310-7921 Fax: 866-468-6268 WWW.TDAMERITRADE.COM December
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How to fill out amerivest disclosure brochure form
How to fill out amerivest disclosure brochure form?
01
Obtain the amerivest disclosure brochure form from the appropriate source, such as the Amerivest website or a financial advisor.
02
Read the instructions on the form carefully to understand the purpose and requirements of the disclosure brochure.
03
Provide your personal information accurately and clearly in the designated sections of the form, including your full name, contact details, and any other information required.
04
Review the disclosure information provided in the brochure and make sure you understand its contents.
05
If applicable, provide any additional requested information, such as your financial goals or investment preferences.
06
Sign and date the form, confirming that the information provided is true and accurate to the best of your knowledge.
07
Submit the completed amerivest disclosure brochure form to the appropriate recipient according to the instructions provided.
Who needs amerivest disclosure brochure form?
01
Individuals who are considering investing in Amerivest products or services.
02
Potential clients seeking to understand the details and risks associated with Amerivest investment options.
03
Current Amerivest clients who want to update their investment strategies or explore additional products offered by Amerivest.
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What is amerivest disclosure brochure form?
The amerivest disclosure brochure form is a document that provides information about the services, fees, and potential conflicts of interest of an investment advisor registered with the Securities and Exchange Commission (SEC). It is a required form for certain investment advisors to disclose important information to their clients.
Who is required to file amerivest disclosure brochure form?
Investment advisors registered with the SEC are required to file the amerivest disclosure brochure form. These advisors must meet certain criteria, such as managing assets of a certain size, to be subject to this requirement.
How to fill out amerivest disclosure brochure form?
The amerivest disclosure brochure form can be filled out online through the SEC's system for electronic filing. Advisors will need to provide information about their firm, including its ownership structure, services offered, fee schedules, any disciplinary events, and other relevant details.
What is the purpose of amerivest disclosure brochure form?
The purpose of the amerivest disclosure brochure form is to provide clients with important information about an investment advisor's services, fees, and potential conflicts of interest. This allows clients to make informed decisions about whether to engage the advisor's services and helps protect investors.
What information must be reported on amerivest disclosure brochure form?
The amerivest disclosure brochure form requires investment advisors to report various information, including their background and experience, services provided, fee schedules, any disciplinary events, potential conflicts of interest, and other important information that may be relevant to clients.
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