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Ive never worked with a professional broker before. How does the process work?

April 26, 2017broker process professional worked

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Ive never worked with a professional broker before. How does the process work?

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A. At your first meeting, Chad will review your financial situation and your investment goals, as well as your tolerance for investment risk, and your time horizon for meeting those goals. At your next meeting, a personalized plan will be presented for your review. If you approve of the investment plan, your assets will be transferred into the investments that have been selected. You will receive regular investment statements and updates on your account.