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Financial Advisor Interview Notes Use this for each Advisor Name: Michael G. Herman, CFC, RICH Company Name (if any): Golden Wealth Solutions Address: 430 Indiana St., Suite 100, Golden, CO 80401
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Michael Herman - Securities represents a form that discloses information about securities ownership.
Individuals or entities who have securities ownership or are otherwise required to disclose securities positions are required to file Michael Herman - Securities.
Michael Herman - Securities form can typically be filled out electronically or manually, following the instructions provided on the form itself.
The purpose of Michael Herman - Securities is to provide transparency and disclosure of securities ownership, helping prevent insider trading and market manipulation.
Information such as the name of the securities owner, the type and quantity of securities owned, and any changes in ownership must be reported on Michael Herman - Securities.
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