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A. Advice
Mutual Fund Advice

Name: 
Account #: 
Age: 
Approximate Annual Income: 
Approximate Net Worth:  (exclusive of residence)
Investment Objective: 

How much would you like to invest in this purchase?
 

What percentage of your total portfolio is this amount?
Ex. $100,00 account value…..$5,000 stock purchase. The purchase is 5% of your total portfolio.
  %

Please state your questions:
 

You will receive a prompt response to your request via email. The investment advice you receive is from Woodstock Discount. The recommendations given are based upon the investment objectives and financial information that you provide to us.


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