Personalized Investment Analysis Report


Item Number: 201

Time Left: CLOSED

Value: $400

Online Close: Oct 1, 2013 10:00 PM PDT

Bid History: 0 bids

Description

Certificate for your personalized Investment Analysis Report and two confidential financial consultation sessions.


The report will provide an analysis of your current mutual fund or stock investments that are available within our reporting database only.


The consultations may provide an overview of investment and financial planning services offered through Waddell & Reed, Inc. You are not obligated to purchase any products or services as a result of receiving the consultations.


The winner of this certificate must call Dale Carlson directly at 480-222-6700 to redeem by 12/31/2013.


Office located at: 7001 N Scottsdale Rd, Suite 2035, Scottsdale AZ 85253


Certificate donated by: Dale J Carlson, CRPC, AWMA, CMFC - Financial Advisor with Waddell & Reed, Inc.

Special Instructions

Certificate can be mailed to winner in the US via USPS priority mail at no additional expense. 

Donated by

Dale Carlson with Waddell & Reed, Inc. Financial Advisors