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Personal Orientation Profile Assessment

This is a psychological profile assessment that each of our prospective Financial Advisors completes. It is a tool to help candidates assess their potential based on the history of our own successful Financial Advisors. There are no right or wrong answers. The assessment merely highlights areas of strength that occur in each of us.

Instructions
Completing this assessment requires a time commitment of 30 minutes. You must complete the assessment in one sitting. If you exit, you will have to begin again from the start. Please note that after you complete the General Information below, there will be two additional sections to complete. Please read the instructions at the top of each section before responding.

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