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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: OASIS ADVISERS CRD Number: 309601OtherThanAnnual Amendment All Sections
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Gather all necessary financial documents including income statements, investment accounts, and tax returns.
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Schedule a meeting with a financial advisor at Oasis Wealth Advisors LLC.
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Complete a risk tolerance assessment to determine your investment preferences.
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Discuss your financial goals and objectives with the advisor.
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Work with the advisor to create a personalized financial plan.
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Review and sign the necessary paperwork to officially become a client of Oasis Wealth Advisors LLC.

Who needs oasis wealth advisors llc?

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Individuals who are seeking professional financial guidance and advice.
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Oasis Wealth Advisors LLC is a financial advisory firm that provides wealth management services, investment advice, and financial planning solutions to individuals and businesses.
Typically, the owners or members of Oasis Wealth Advisors LLC, along with any relevant financial disclosures, are required to file necessary documents with appropriate regulatory bodies.
To fill out forms for Oasis Wealth Advisors LLC, you would need to provide details such as business name, address, ownership structure, and financial information according to the specific forms required by the regulatory bodies.
The purpose of Oasis Wealth Advisors LLC is to assist clients in managing their wealth, achieving financial goals, and providing tailored financial strategies and investment management.
Information that must be reported includes the LLC’s financial statements, ownership structure, business operating details, and any changes in membership or management.
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