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Questions

1. What is your primary investment goal? 2. What is your experience level with investing? 3. How much risk are you willing to take on your investments? 4. What is your annual income range? 5. Do you have any outstanding debts? 6. What is your investment timeframe? 7. Do you have an emergency fund? 8. Have you invested in stocks before? 9. Are you familiar with mutual funds? 10. What is your expected rate of return? 11. How do you prefer to receive updates about your investments? 12. Have you ever worked with a financial advisor? 13. Are you comfortable with automated trading systems? 14. Do you have any investment preferences or exclusions? 15. What is your understanding of market volatility? 16. What motivates you to invest?

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