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  Advisor Packet Request Form
FINANCIAL ADVISORS - MARKETING BROCHURE REQUEST
If you are a financial advisor with one of the affiliated firms listed below, and request marketing materials or performance data, please use the form below. If you are an individual investor or institutional consultant, please click here.

Please provide the following contact information:

       

First Name

Last Name

Firm

Street Address

Address (cont.)

City

State/Province

Zip/Postal Code

Work Phone

E-mail

I need marketing packets for client presentations.  Yes  No

How many packets do you need?    

 

I need an email with performance data.  Yes  No

 

Do you need a follow up call?  Yes  No

 

Comments:

 

 
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Hays Advisory, LLC does not guarantee the accuracy or completeness of this report, nor does the Hays Advisory, LLC assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only. The information contained in this report may not be published, broadcast, rewritten or otherwise distributed without prior written consent from Hays Advisory, LLC.

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