Aggressive □ Time Horizon Select only one Sample Clauses

Aggressive □ Time Horizon Select only one. □ < 5 Years □ 5-10 Years □ 10-20 Years □ > 20 Years Annual Combined Income Select only one □ $50,000 and Under □ $50,001 - $100,000 □ $100,001 - $200,000 □ $200,001 - $500,000 □ $500,001 - $1,000,000 □ $1,000,001 - $5,000,000 □ $5,000,001 - $10,000,000 □ $10,000,001 - $25,000,000 □ Over $25,000,000 Combined Net Worth Select only one □ $50,000 and Under □ $50,001 - $100,000 □ $100,001 - $200,000 □ $200,001 - $500,000 □ $500,001 - $1,000,000 □ $1,000,001 - $5,000,000 □ $5,000,001 - $10,000,000 □ $10,000,001 - $25,000,000 □ Over $25,000,000 Tax Bracket Select only one □ 0% - 24% □ 25% or More Marital Status Select only one □ Single □ Married Provide your experience in the following investments: Circle: N‐None, M‐Moderate or C‐Considerable Experience Equities N M C Bonds N M C Mutual Funds / UIT’s N M C ETF’s N M C Annuities N M C Margin Trading N M C Options/Futures N M C Alternative Investments N M C Employment Disclosures • Client Occupation: Spouse Occupation: (If retired, state the occupation you retired from and indicate you are retired, or indicate retired for more than ten years.) • Client Employer: Spouse Employer: (If retired, state your most recent employer and indicate you are retired, or indicate retired for more than ten years.) Individual Disclosures □ Yes □ No Are you an employee, adviser, or related to a person that has a relationship to any exchange or member firm of FINRA, a bank, trust company or insurance company? If Yes, explain: □ Yes □ No Are you a director, corporate officer, or a 10% shareholder of a publicly traded company? If Yes, explain: