| Advisor Profile |
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Business Description |
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| Prepared By: |
Marc Cook |
Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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I have been in operation since 1998 and meet all reqiurements that the State of Louisiana and Mississippi have set. |
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What is your approach to financial planning? |
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Moderate to Conservative. |
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What services do you offer? |
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Advising couples and singles how to protect their gains without giving it back in a down market. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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Yes and you will have access to me seven days a week from 8a.m. to 5 p.m. |
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| Q. |
How are you compensated? How will I pay for your services? |
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The companies I work with pay me as I establish new accounts. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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| Q. |
Do you offer any guaranteed results? |
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| Q. |
How much risk should I be willing to take? |
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Subract you age from 100 and that will give you the percentage you should only have in aggersive position |
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| Q. |
Have you ever been charged with any breaches? |
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What services do you provide? What are your specialties? |
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Advising couples and singles how to protect their gains without giving it back in a down market. |
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| Q. |
What is your experience? How many clients do you currently manage? |
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10 years in advising with about 100 clients. |
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| Q. |
What financial institution(s) do you represent? |
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ING
OLD MUTUAL
AMERICAN EQUITY
AVIVA |
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How do you charge for your services? |
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I am payed by the companies. |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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If you want to learn how to keep your gains in a down Market and have access to your advisor seven days a week then you should call me. |
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| Q. |
What are your qualifications? |
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I meet all requirements of the State of Louisiana and Mississippi. |
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| Q. |
What is your approach to 401 K plan rollovers? |
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Finding out what are your goals and plans for this money and then putting a plan together that will meet your purpose. |
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How long does the process of rolling over a 401K plan usually take? |
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What financial institutions do you represent? |
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ING
AMERICAN EQUITY
OLD MUTUAL
AVIVA |
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| Q. |
How many years of experience do you have? |
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What are your fees for this service? |
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I am paid by the companies. |
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| Q. |
How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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I will show you how to keep your gains in a down market and recieve in an up market. Also their are two majors points about taxes and always having an income . |
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| Q. |
Do you provide a free initial consultation? |
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