PWM Pre Qualification Questionnaire If you are a human and are seeing this field, please leave it blank. Fields marked with a * are required Do you live and work in the Rochester, New York area? * YesNo What is the highest level of education you have achieved? * High School GraduateAS DegreeBA DegreeMS DegreePhD Please check any/all certifications you currently hold. * CFPCIMAAWMACPACFAI am currently working toward certification I have other certification: Please complete your years of industry experience. * 0-2 Years3-5 Years6-10 Years10+ Years Do you plan to bring over an existing book of business? (Please select the size of your book of business.) * 0-$5,000,000$5,000,000 - $15,000,000$15,000,000 - $25,000,000$25,000,000+I do not plan to bring an existing book of business Please describe your current employment position. * Select your areas of expertise. * Retirement Accumulation & DistributionEstate PlanningTax PlanningCollege SavingsMedicaid/Special NeedsNo particular specialty What is the level of the position you are seeking? * Apprenticeship/InternAssistant/Support StaffJunior AdvisorSenior AdvisorLead AdvisorManagement Please identify what the following formula represents. * Security Market LineCapital Asset Pricing ModelWeighted Average Cost of Capital In the following formula, what does "X" represent? * Yield to MaturityAnnual Percentage RateTime Value of Money First Name * Last Name * Address 1 Address 2 City State New York Pennsylvania Zip / Post Code Phone * Email *