Understanding Your Investor Self

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(Your future self will thank you. Your current self will look pretty smart, too.)

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Risk IQ Test helped me align my portfolio with my comfort level and investment goals effectively.

Aaron Beechem

A three-dimensional cube with words on its visible sides, featuring 'LEARN' on the top, 'SAVE' on the left face, and 'INVEST' on the right face. The cube is rendered in a minimalist white and gray color palette, creating a clean and professional look.
A three-dimensional cube with words on its visible sides, featuring 'LEARN' on the top, 'SAVE' on the left face, and 'INVEST' on the right face. The cube is rendered in a minimalist white and gray color palette, creating a clean and professional look.

Thanks to Risk IQ Test, I now feel confident about my investment risk and portfolio alignment.

Eleanor Dawson

A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
★★★★★
★★★★★
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Assess your investment risk and align with your comfort level.

Assess your investment strategy and comfort level.

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Disclosures:

Investment advisory services are offered through doing business as Advisor Share Wealth Management (ASWM), LLC a registered investment advisor. ASWM and Bernaducci & Kugelov, LLC operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this checklist is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

Bernaducci & Kugelov, LLC

14522 Three Ponds Trail

Delray Beach, FL 33446.

Office: 732-614-5832

RISk IQ Test