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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: PELICAN WEALTH Advisers, LLC CRD Number: 153972OtherThanAnnual Amendment
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How to fill out pelican wealth advisors llc

01
Gather all necessary financial documents such as bank statements, investment accounts, and tax returns.
02
Schedule a meeting with a financial advisor from Pelican Wealth Advisors LLC.
03
Discuss your financial goals and risk tolerance with the advisor.
04
Provide any additional information requested by the advisor.
05
Review and sign any necessary paperwork to officially become a client of Pelican Wealth Advisors LLC.

Who needs pelican wealth advisors llc?

01
Individuals who are looking for professional financial advice and guidance.
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Those who want to create a comprehensive financial plan tailored to their specific goals and needs.
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People who need help managing their investments and planning for retirement.
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Those who want to ensure their financial future is secure and optimized.
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Pelican Wealth Advisors LLC is a financial advisory firm that provides wealth management services to individuals and businesses.
Pelican Wealth Advisors LLC is required to file with the appropriate regulatory agencies and tax authorities.
Pelican Wealth Advisors LLC can be filled out by providing detailed financial information and compliance documents as required by regulatory bodies.
The purpose of Pelican Wealth Advisors LLC is to assist clients in managing and growing their wealth through strategic financial planning.
Information such as financial statements, investment strategies, client information, and regulatory compliance must be reported on Pelican Wealth Advisors LLC.
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