Entry creation date | Full Name | Phone | Age | Gender | Type of Investment Interested In | How soon will you be ready to invest? | What level investment are you interested in? | Are you interested in learning more about mutual funds | Would you like us to help you to achieve your financial goals? | What are your medium to long term goals? | |
---|---|---|---|---|---|---|---|---|---|---|---|
December 21, 2022 at 6:00 pm | Carol Barnswell-Baker – carol | carol_barns83@msn.com | +18768995106 | 56 | Female | Bonds | [42] | [43] | [46] | 1 Month | Yes |
December 21, 2022 at 10:08 pm | Nicketa Burke | burkenicketa92@gmail.com | 8762249203 | 29 | Female | Bonds | [42] | [43] | [46] | 1 Month | Yes |
December 21, 2022 at 11:31 pm | Tajay Simpson | simpson.tajay@gmail.com | 18768394737 | 26 | Male | Mutual Funds | [42] | [43] | [46] | 1 Month | Yes |
December 22, 2022 at 12:33 am | Juanita Landell | angeljlandell@yahoo.com | 8763557895 | 35 | Female | Mutual Funds | [42] | [43] | [46] | 1 Month | Yes |
December 22, 2022 at 1:15 pm | Horace Dunbar | horacedunbarcap@gmail.com | 8768437911 | 50 | Male | Mutual Funds | [42] | [43] | [46] | 1 Month | Yes |
December 22, 2022 at 3:01 pm | StaceyAnn Walker-Williams | walkerwilliamss97@gmail.com | 8768307408 | 37 | Female | Mutual Funds | [42] | [43] | [46] | 1 Month | Yes |
December 22, 2022 at 7:35 pm | Stephanie Stewart | stephaniestewart183@gmail.com | 8763436075 | 33yrs | Female | Mutual Funds | [42] | [43] | [46] | 1 Month | Yes |
December 22, 2022 at 10:58 pm | shanell davis | shanelldavis567@gmail.com | 8763201141 | 23 | Female | Stocks | [42] | [43] | [46] | 1 Month | Yes |
December 23, 2022 at 12:43 am | Kerina fitzgerald | fitzkerina@gmail.com | 8763129880 | 41 | Female | Mutual Funds | [42] | [43] | [46] | 1 Month | Yes |
December 23, 2022 at 3:05 am | Saphia Cunningham | saphiabreannacunningham@gmail.com | 8763032755 | 19 | Female | Stocks | [42] | [43] | [46] | 1 Month | Yes |
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