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Investment Advisor Representative (IAR) ApplicationFlorida • August 14th, 2014
This Individual Investment Advisor Representative Application & Agreement provides Trade-PMR, Inc. with fundamental information regarding the Investment Advisor Representative (IAR) and the RIA Firm, and establishes the criteria for engagement between the IAR, RIA, and Trade-PMR, Inc. By signing this application, the RIA accepts full responsibility and all liability for the actions of the IAR. Please complete all questions and return to Trade-PMR, Inc. with the requested documentation.
