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? | |
---|---|---|---|---|---|---|---|---|---|---|---|
March 9, 2023 at 8:18 am | Donovan Williams | exnavyofficer@gmail.com | 8763466624 | 58 | Male | Stocks | [42] | [43] | [46] | 1 Month | Yes |
March 9, 2023 at 2:13 pm | Jhenelle | jhenelle.webber@gmail.com | 8762265484 | 26 | Female | Mutual Funds | [42] | [43] | [46] | 1 Month | Yes |
April 17, 2024 at 3:57 am | Ali Allwood | AliAllwood@hotmail.com | 8765044123 | 29 | Male | Mutual Funds | [42] | [43] | [46] | 1 Month | Yes |
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