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2026 Brokerage Report Card - web

Informations

Finance et Investissement offers investment advisors a unique opportunity to express their views on their relationship with their broker. This questionnaire is confidential. All responses will remain anonymous and results will only be shared in aggregate.
What is your email address?
What is your first name?
What is your last name?
Which firm do you work for?(Required.)
Do you have an active book of clients as a full time advisor ?(Required.)
From the following list, please indicate which license(s)/responsibilities you have. Check all that apply.
How many years have you been working for your brokerage firm?
How many years have you worked in the financial industry?
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