Here are the next steps:
- Book a Session: Kindly click the button below to book your advisory session with your Financial Advisor.
2. Take the Psychometry test: Kindly click the button below to take the psychometry test.
3. Upload your Psychometry test and list of stocks: Kindly click the button below to upload the result of your psychometry test and list of stocks in your portfolio. These uploads will help your financial advisor better prepare for your session and give answers tailored to you.
Your advisor can’t wait to meet with you!