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  3. The Questionnaire

The Questionnaire

Submitted by STAR Financial Solutions, Esther Halt on June 13th, 2022

Esther Kuznetz discusses the questionnaire that you fill out when you transferred your accounts and how it is used to invest your assets.

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Suite 200
Sarasota, FL 34243
  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  esther@starfinancialsolutions.com

Important Disclosures

 

Form CRS          The Investment Center, Inc.

 

All securities offered through The Investment Center, Inc. Bedminster,NJ- Member FINRA/SIPC. Advisory Services provided through IC Advisory Services, Inc.-An SEC Registered Investment Advisor. Esther Kuznetz, Peter Borho and Cheryl Fainelli are registered representatives of The Investment Center, Inc. STAR Financial Solutions is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.

Esther Kuznetz is Registered to sell securities in the following states: FL, GA, IN, MI, NJ, NM, NY, OH, PA, SC
Esther Kuznetz is Registered with IC Advisory Services in the following states: CO, FL, GA, KY, ME, MA, NJ, NY, NC, OH, PA, SC, TX

Peter Borho is Registered to sell securities in the following states: FL, CA, CO, CT, KY, MI, MO, NH, NY, OH, TN
Peter Borho is Registered with IC Advisory Services in the following states: CO, FL, IL, MO, NY

Cheryl Fainelli is Registered to sell securities and is Registered with IC Advisory Services in FL

 

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