Step 1 of 4

Personal Information

Full Name *

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Email *

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Phone

Country of Practice *

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City *

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Firm Name

Step 2 of 4

Credentials & Expertise

Years of Experience *

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Regulatory Body *

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License / Registration Number *

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Certifications

CFA CFP CPA CAIA ChFC Other

Specializations

Tax Planning Estate Planning Value Investing Cross-Border Retirement Planning Other

Step 3 of 4

Languages Spoken

English Portuguese Spanish German Dutch French Mandarin Arabic Hindi Other

Meeting Format

In-Person Video Call Either

Client Assets Min (USD)

Client Assets Max (USD)

Short Bio

0 / 500

Profile Photo

JPEG or PNG, max 5 MB. Optional.

License Document *

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Click to upload or drag and drop

PDF, JPEG or PNG — max 10 MB

Please upload your license or registration document.

Step 4 of 4

Please confirm your details below. You can go back to make changes before submitting.