It is common for the average person to not fully comprehend what they are signing at their investment firm. Instead they fully trust that their investment advisor or financial advisor that full verbal disclosure is given to them for the important information they need before opening an account. Join us as we discuss the basic paperwork that most investment clients go through in their regular course of a client relationship with an investment firm.
|Time||1:30 PM to 3:00 PM|
|Availability||10 Spots Available|
This class will occur 1 time
during this session.