Treveri Capital LLC
Suitability Risk Tolerance Questionnaire
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Email *
1.  I consider my investment style to be. *
2.  Markets move fast.  How would you handle big downward swings. *
3.  If the market sees a big upward swing, I would. *
4.  I plan to keep my assets invested for. *
Total Score (add above points): *
Points *
Name *
Address *
Phone Number *
Date of Birth *
Social Security Number *
Source of Income *
Employer Name *
Employer Address
Employer City/State/Zip *
Nature of Business *
Occupation/Title *
Nature of Business Description *
Do you have? *
If any, what are the amounts?
Beneficiary Name
Beneficiary Address
Beneficiary Birthdate
What is your investment goal?  Choose 2-3. *
Annual Net Income in USD *
Net Worth (assets minus liabilities) *
Liquid Net Worth in USD *
Trading Experience with Stocks
Trading Knowledge with Stocks
Trading Experience with Bonds
Trading Knowledge with Bonds
Trading Experience with Options
Trading Knowledge with Options
Trading Experience with Currency/Futures
Trading Knowledge with Currency/Futures
Do you have an estate plan? *
If Yes, who?
Do you have a cyber security / identity theft plan? *
If Yes, who?
Name *
Advisor Name *
Advisor Signature
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