Individual Investors - Connect with Morgan Stanley Smith Barney

Title

Name (first, last)*

E-mail address*

Address 1*

Address 2

City*

State*, ZIP code*

Phone number

Ext.

How would you like to be contacted?*

	E-mail
	Phone (must provide phone number above)

When is the best time to contact you?*

	Daytime weekdays		Weekends		Other
	Daytime weekends		Nights

I'm looking for financial solutions, including:

	Financial planning (how will I pay for college, retire comfortably, etc.)
	The advice of a Financial Advisor, along with the flexibility to trade online
	Help picking the right mix of investments for my needs (stocks, bonds, mutual funds, etc.)
	Help planning my estate and transferring wealth to my family
	Help selecting investment strategies that let me save on taxes
	Professional money management, in an investment style that's right for me

I expect to retire in:

With regard to investment risk, in general I am:

I currently own or have owned the following types of investments:

	Stocks		Bonds (government, corporate or municipal)
	Mutual Funds		Annuities
	Unit Trusts		Money market funds or Certificates of Deposit (CDs)
	Options

Please use the space below to tell us any other information about yourself that will help us better meet your needs. (For instance, you might want to share financial concerns or goals like saving for a new house, or tell us about your personal interests.)