PDF Client Factfinder

Raymond James Financial Services

Shawn Dewane Registered Principal 2701 West Coast Highway Newport Beach, CA 92663 888-880-RJFS (7537)

949-631-7200

shawn.dewane@

Client Factfinder

May 21, 2010

Raymond James Financial Services

Personal Information

Page 2 of 31

Date:

Mr.

First Name Birth Date Street Address City/Town Home Phone Cellular Phone

Mrs.

Occupation Employer Address Fax

High School

School

Ms.

M. I. Age

Last Name Social Security Number

State/ZIP

Home FAX

Email Address

Employment Employer

Phone

Email Address

Education Degree

Affiliations (clubs, activities, sports)

College

Graduate School

Dates of Active Duty

Military Service

Branch

Type of Discharge

Notes

See disclaimer on final page May 21, 2010

Raymond James Financial Services

Personal Information

Page 3 of 31

Mr.

Mrs.

First Name Birth Date Cellular Phone

Occupation Employer Address Fax

High School College

School

Ms.

Spouse/Partner

M. I.

Last Name

Age

Social Security Number

Email Address

Spouse/Partner's Employment

Employer

Phone

Email Address

Spouse/Partner's Education

Degree

Affiliations (clubs, activities, sports)

Graduate School

Dates of Active Duty

Spouse/Partner's Military Service

Branch

Type of Discharge

Name

Children/Grandchildren/Other Dependents

Birth Date

Relationship

Please attach any additional information on a separate sheet.

See disclaimer on final page May 21, 2010

Raymond James Financial Services

Personal Information Contacts

Name

Tax Preparer

Address

Phone

Email

Name

Attorney

Address

Phone

Email

Name

Insurance Agent

Address

Phone

Email

Name

Investment Advisor

Address

Phone

Email

Notes

Page 4 of 31

See disclaimer on final page May 21, 2010

Raymond James Financial Services

Personal Goals

"Follow your passion, and success will follow you." ~ Arthur Buddhold

Please answer the following questions. What do you strive for most in life?

What do you try to avoid?

Do you want to continue your education? In what way?

Would you consider changing careers? To what?

What are your hobbies?

Do you do volunteer work?

How do you meet new people?

Do you consider yourself a saver or a spender?

Page 5 of 31

See disclaimer on final page May 21, 2010

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