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Phone:
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Fax:
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Address:
 
City:
 
State:
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Zip:
 

  Country:

 

What version of ACT! do you currently use?

 

  Have you customized your ACT?

 

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What broker dealer firm(s) are you affiliated with?
 
If not listed, enter in your broker dealer or None:
 
What are your assets currently under management?
 
What is your primary business focus?
 
How are you normally compensated?
 
Do you prepare tax returns?
 

What financial software do you use?
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register10/23/2017Open
 
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