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Summary

The following is a list of specifics points accumulated from the previous information pages, designed to educate an athlete on relevant financial industry topics.

  1. Work with a US based Financial Advisor employed by a firm that is registered to carry on securities business in the US.
  2. Work with a US based Financial Advisor employed by a firm that is a member of FINRA and the SIPC.
  3. Work with a US based Financial Advisor who is personally licensed in the US state where you reside.
  4. Cement US taxable resident status by establishing your center of vital interest in the US
  5. Work with a US based Financial Advisor who is independent of your agent.
  6. Work with a US based Financial Advisor who is independent of a Canadian Financial Planner.
  7. Work with a US based Financial Advisor who has professional athlete lifestyle experience.
  8. Work with a US based Financial Advisor who has cross-border investment experience.