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Portfolio Appraisal Services The Parker/Hunter Portfolio Management Process; Portfolio Valuation and Analysis Contact Us 1. What are your specific goals and concerns at this time related to portfolio management? 2. Are you aware of your risk tolerance level? Yes No 3. Would you like a portfolio review? Yes No 4. My specific question about portfolio management is: 5. Are you currently a Parker/Hunter, a division of Janney Montgomery Scott LLC client? If so, who is your Financial Consultant? If you are not a client, how did you hear about us? Internet search Radio Television Print: Newspaper Print: Magazine Direct Mail Attended a Seminar Attended an Event (investors fair, expo, etc.) Referral from a family member, friend, co-worker, etc. Other: 6. Contact Me: * Required Field First Name: * Last Name: * Company Name: Title: Address: City: State/Province: * Select: N/A AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Postal Code: Email: * Phone: ( ) Fax: ( ) Other Information: Please call: (Best time) a.m. p.m. Please mail literature Please inform me of seminars YES, I do   NO, I do not allow a representative from Parker/Hunter, a division of Janney Montgomery Scott LLC to contact me by phone in response to information I've requested here. < Back

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