|
Portfolio Overview - John Smith |
| Client information: |
Account Information: |
Advisor information: |
Log out: |
| Client |
John
Smith |
| Address |
1231
main street |
| City/State |
Las
Vegas, Nevada |
| Zip |
89123 |
| Phone
Number |
702-555-12343 |
| Cell
phone |
702-555-6543 |
| Work
Phone |
702-555-7821 |
| FAX |
702-555-4567 |
| Email |
jsmith@acme.com |
|
| Account
Number |
JS56051185440 |
| Password |
********* |
| Client
Since |
October,
2004 |
| Types
of Accounts
|
Investment
Banking
Insurance
Retirement |
|
Updates sent to |
PDA
Desktop
Cell phone |
|
| Name |
Jane
Doe |
| Title |
Senior
Advisor |
| Phone
Number |
702-123-4567 |
| Cell
Phone |
702-987-6543 |
| FAX |
702-654-3210 |
| Email |
jdoe@uagroup.com |
|
 |
| Last
Contact |
November,
2006 |
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Banking
|
| Banking: |
| Account |
Number |
% |
Type |
Balance |
| UA Bank |
4561121211 |
3.25% |
Checking |
$21,236.52 |
| UA Bank |
6567797121 |
3.25% |
Savings |
$30,564.89 |
| UA Vacation |
4564542121 |
3.00% |
Vacation |
$10,000.00 |
| UA Money Market |
544545415 |
4.35% |
Money Market |
$5000.00 |
| UA CD |
7777784521 |
5.4% |
5 year CD |
$5,000.00 |
| Credit: |
| UA Visa |
6564521221 |
15% |
Credit |
$5,256.23 |
| UA Master Card |
5455153151 |
20% |
Credit |
$200.03 |
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Banking
News:
Banking
made easy: Make the most of e-banking
Moneycontrol.com
,
India
-
12 hours ago
...
In fact, sources from ICICI Bank tell us, “Our Internet banking
base has been growing at an exponential pace over the last few years. ...
Competition,
consolidation continues in banking space: RBI Zee
News
Private
banks overtake PSBs in asset growth: RBI report domain-B
`IT
the key to banking revolution' Hindu
Daily
News & Analysis - Moneycontrol.com
Nationwide
may join move to end free banking
Independent,
UK
-
1 hour ago
...
could all end up migrating to Nationwide. We offer free banking
today, and that is what we stand by. But you can never say never.".
Does
First Direct move herald end of free banking? Scotsman
Halifax
pledges commitment to free banking Thrifty
Scot
First
Direct ends free banking stv.tv
Motley
Fool UK - Guardian
Unlimited
all
99 news articles »
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Back
| John Smith,
After carefully reviewing the current market trends for
LGI, I believe that now is a good time to sell all 100 of
your shares. You could make a profit of 5% as compared to
your purchase price in January 2006.Based on your current
portfolio information, I recommend that you update your life
insurance policy. Research and calculations show a policy
raised to $1,000,000.00 would better suit you and your
families needs. Please contact me if you have any further
questions.
Thank you,
Your Personal Advisor
Jane Doe
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