Investment Advisor
  Investment Advisor is free to qualified professionals. Summary Description
  To apply for a FREE subscription to Investment Advisor, please answer ALL of the questions on the form below.
  The publisher determines qualification and reserves the right to limit the number of free subscriptions.
  Geographic Eligibility: USA


 
1. Do you wish to receive a FREE subscription to Investment Advisor?
Yes     No


First Name:
Last Name:
Company Name:
(Please provide your Company Name in full: abbreviations could disqualify you)
Street Address:
City:
State:
Zip:
Country:
(Note: If your country is not listed above, subscriptions are not currently available at your location.)
Phone:
Fax:
Email:
(Note: Valid email address is required or you could be disqualified.)
 
Yes, please auto-fill my contact information for other publication qualification forms.
  What is the approximate number of employees in your company? (select only one)


2. Which of the following best describes your title? (select only one)
Financial Planner/Investment Advisor Manager/Director
Investment Manager/Consultant Home Office Executive
Stockbroker/Registered Representative Other (please specify)
Accountant/CPA/PFS/PFP
President, CEO, Principal, VP


3. The following best describes your business activity: (select only one)
Independent Financial Planning Firm/RIA/Investment Advisory Accounting Firms
Insurance Broker-Dealer Bank/Trust Officer
Full Service Securities/Brokerages/Broker-Dealer Other (please specify)


4. Do you personally sell or recommend investments or advise clients on investment and/or asset management?
Yes     No


5. What is your income source? (select only one)
Commissions Only
Fees Only
Fees & Commissions


6. What are the total assets under your management? (select only one)
Over $100 million $10 - $24.9 million
$50 - $100 million $1 - $9.9 million
$25 - $49.9 million Under $1 million


7. Which license, registration, and/or designation do you hold? (select all that apply)
Life/Health CHFC
Variable Life CLU
RIA or Assoc. RIA CPA
Series 6 JD/LLB
Series 7 Series 65
Series 22 Series 66
Series 24 CFA
Series 63 CIMA
MDRT Other
CFP *
If you are a CFP, please provide your license number*
This will allow us to electronically deliver proof to the CFP Board that you have gained CE credits from our online tests.


8. To which organization(s) do you belong? (select all that apply)
NAPFA NAVA
CFA Institute SFSP
IMCA ABA
FPA FSI
AICPA-PFP IARFC
NAIFA Other


9. Due to the auditing verification rules, we are required to ask a personal question. What state were you born in?


  Would you like to receive EMAIL notices of other print or online publications, and other relevant offers from TradePub.com?
Yes     No
  Sign up for special offer alerts from select partners featuring the latest products and services you are interested in.
Yes     No

 
Related FREE Offers from TradePub.com: Check those you wish to receive.

Qualify for Your Free Subscription! Merger Mogul is a wrap-up of middle market M&A activity - a newsletter distributed every Tuesday that provides expert commentary, analysis and news on corporate and private equity-backed mergers and acquisitions. Note: Offer Valid in the United States Only.
Yes, I would like to receive industry specific offers and information from Mergers Unleashed.
  Job Title/Function: (select only one)
Chairman/Vice Chairman/President/CEO VP/Director of Finance/Treasurer/Controller
CTO/CIO/Information Technology Officer VP/Director of Sales/Marketing/PR/Business Dev
CFO/Chief Investment Officer VP/Director of Strategy/Corporate Development/Planning
COO/CAO/CBO Risk Management/Market Data/Data Management
Chief Compliance Officer/Chief Government Affairs Officer Other Executive VP/Senior VP/Vice President
Chief Credit Officer/Chief Risk Officer General/Corp Counsel/Company Secretary
Chief Legal Officer Market Analyst
Managing/Sr/Ex Director/Gen Mgr/Director/Principal Broker/Trader
VP/Director of IT (non-Helpdesk) Librarian
VP/Director of Operations/Head of Trading/Clearance & Processing Other
  Which of the following best describes your business or industry group? (select only one)
M&A Annuities
Private Equity Venture Capital
Structured Finance Hedge Funds
Leveraged Finance Asset-Backed Securities
Private Placements Derivatives
Investment Management (i.e., fund manager) Recruiting
Corporate Development Financial Services
Insurance Other (please specify)
Mutual Funds

Request your free White Paper: How Pharmaceutical CFOs are Turning a Topline Problem into a Bottom-line Success in Today's Business Climate. Learn how CFOs today are increasingly taking center stage in value creation. Also discover how CFOs are initiating and driving comprehensive Revenue Management projects to connect the disparate pieces of the revenue lifecycle in support of their new role as strategic business partners. In an era where top-line growth is slowing due to shorter product lifecycles, growing buyer sophistication, and enhanced regulatory scrutiny, the need to reign in lost revenue and "get the numbers right" has never been greater for big and small pharmaceutical companies alike. Note: Offer Valid in the United States and Canada Only.
  Which of the following best describes your industry? (select only one)
Biotech Investment
Chemical Manufacturing
Electronic Component Manufacturing Medical Technology
Energy Pharmaceuticals
Engineering Semiconductor
Finance Technology
Food and Beverage Utilities
Healthcare Other (please specify)
Hospital
  Which of the following is closest to your job function? (select only one)
President/C-level Manager Engineer/Researcher/Scientist
VP Engineering/Research/Technology Other (please specify)
Manager/Director - Engineering/Research/Technology
  Please indicate your organization's annual revenue: (select only one)
$10 Billion or more $400 - $799 Million
$1 to $9.9 Billion $200 - $399 Million
$800 - $999 Million Less than $200 Million
  Is your company a manufacturer of pharmaceutical/biotech products?
Yes     No

Qualify for Your Free Newsletter! Accountants World Daily Newsletter provides a large collection of relevant news stories sourced from over 2,000 publications. Through subscription to the daily email newsletter accountants receive timely information about their professional world. A FREE membership to AccountantsWorld.com gives accountants access to multiple tools and resources that will enhance their practices and allow them to make more money. Note: Offer Valid in the United States Only.
  What is your professional designation? (select only one)


Please specify for Other:

Request Your Free White Paper: Business Value of Compensation Management in the Insurance Industry. Explore best practices for establishing accurate payment cycles, securing producer loyalty, and verifying legal compliance in the Insurance industry. Insurance commissions are complicated and cause some kind of pain to many insurance carriers. Learn how to alleviate your pain points and impart valuable benefits to your organization. In this white paper, you'll read about how to improve your organization's competitiveness in today's challenging insurance marketplace, while cutting costs, growing profits, and positioning your company for future growth. Note: Offer Valid in the United States Only.
  Which of the following best describes your industry? (select only one)
Agriculture Healthcare
Apparel Healthcare Insurance
Banking Hospital
Benefits Insurance
Biotech Investment
Chemical Life Insurance
Communication Manufacturing
Construction Media
Consulting Not for Profit
Education Recreation
Electronics Retail
Energy Shipping
Engineering Technology
Entertainment Telecommunications
Environmental Transportation
Finance Utilities
Food and Beverage Other (please specify)
Government
  Which of the following is closest to your job function? (select only one)
President/C-level Manager Manager/Director - Commissions
VP Marketing/Sales/Operations/Business Development IT Staff
VP Information Technology Business/Sales Staff
Manager/Director - Marketing/Sales/Operations/Business Development Professional Services/Consultant
Manager/Director - Information Technology Other (please specify)
  What is the number of employees in your entire organization? (select only one)
Less than 50 1,000-4,999
50-99 5,000-9,999
100-499 10,000-19,999
500-999 20,000+

HP Technology at Work eNewsletter for Real Estate, Financial and Accounting: Get the latest money-saving promotions, free advice from industry experts, technology solutions, articles and tips -- all custom-tailored for your industry. New - exclusive content just for subscribers! Subscribe to the HP Technology at Work monthly eNewsletter today!

Before you choose to receive emails from HP, visit their Online Privacy Statement to learn how they use automatic data collection tools and your personal information to tailor your communications. Note: Offer Valid in the United States Only.
  Select the edition relevant to you: (select only one)

Request Your Free Case Study: Curbing Costs with Google Apps. Learn how both new and established companies are using Google Apps to curb costs amid rapid expansion. Start-up IT services provider Counterpoint Consulting and office products distributor Indoff, which has been in business for thirty years, operate in very different industries, but the two rapidly growing organizations share the need to provide employees with cost-effective yet continually updated technological capabilities. Read how both companies have benefited from Google Apps, a suite of applications that includes webmail services, shared calendaring, instant messaging and voice over IP services. Note: Offer Valid in the United States and Canada Only.
  Size of company: (select only one)
< 100 501 - 3,000
101 - 500 > 3,000
  Which of the following best describes your industry? (select only one)
Agriculture Government
Apparel Healthcare
Banking Hospital
Biotech Investment
Chemical Manufacturing
Communication Media
Construction Not for Profit
Consulting Recreation
Education Retail
Electronics Shipping
Energy Technology
Engineering Telecommunications
Entertainment Transportation
Environmental Utilities
Finance Other (please specify)
Food and Beverage
  Which of the following is closest to your job function? (select only one)
President/C-level Manager Engineer/Researcher/Scientist
VP Marketing/Sales/Operations/Business Development Business/Sales Staff
VP Engineering/Research/Technology Educator
Manager/Director - Marketing/Sales/Operations/Business Development Professional Services/Consultant
Manager/Director - Engineering/Research/Technology Other (please specify)


     

* Note that a valid email address is required to fulfill your request. Please verify that the email and mailing address you provided are accurate before hitting the submit button.
* The publisher reserves the right to limit the number of free subscriptions and/or reject requests based on information provided.


Problems with the form? Webmaster@TradePub.com
Copyright © 2008 NetLine Corporation, All Rights Reserved.
Copyright © 2008 Investment Advisor, All Rights Reserved.