OPTIONS CLIENT AGREEMENTOptions Client Agreement • October 7th, 2022
□ FOR INDIVIDUAL AND JOINT ACCOUNTS □ FOR CORPORATIONS, PARTNERSHIPS, TRUSTS OR ESTATES Investment Experience Approx. Annual Income Approx. Net Worth Approx. Annual Income Approx. Net Worth No. of Years Size and Frequency Amount$ Cash$ Amount$ Cash$ Options Other (specify source) $ Marketable Securities$ Other (specify source) $ Marketable Securities$ Stocks/Bonds Other Liquid Assets$ Other Liquid Assets$ Commodities Total Annual Income $ Real Estate (exclusive of family residence)$ Total Annual Income $ Real Estate (exclusive of family residence)$ Other (specify) Other (specify) $ Other (specify) $ Total Net Worth$ Total Net Worth$
