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Which best describes your role?
Select one.
Financial professional registered to offer securities and/or insurance to individuals
Other financial professional working directly with individuals, such as an accountant or CPA
Executive or home office role designing advice, marketing, strategy or other at financial services company
Journalist/writer
Individual interested in finance and investing
Other, please explain
To make it easy, a data sheet on Mark & Stacy is
here
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Please email us with any questions at
clientsuccessteam@heartsandwallets.com
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