You must answer all the questions on the form. All fields are required. This information will be held in the strictest of confidence.
Currently licensed with:Check all that apply.
NYSE Member Firm FINRA Member Firm Registered Investment Adviser Insurance Agency
How long have you been licensed?:
Under 2 Years 2 Years + 5 Years + 10 Years +
Licenses you hold:Check all that apply
Series 7 Series 8 Series 24 Series 62 Series 63 Series 65 or 66 CFP CFA Insurance, Life, Accidental, Health Variable Life and Annuity
Do your client assets exceed:
5 Million + 10 Million + 50 Million + 100 Million + 250 Million +
Does the number of household accounts you manage exceed:
100 200 500 1000
What is the best time for the WFG team to contact you confidentially?:
Before 12 PM 12 to 6 PM After 6 PM
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