Check the offered answer that best describes you. Each answer is assigned a risk score and your overall risk profile
will be calibrated based on the risk scores. Don't over think it. Use your instincts!
Never had one.
Yes, a self-directed cash/margin account.
Yes, managed account(s) with my broker.
I used to have one but not anymore.
Yes, I have a financial planner.
Sell some or all of my account.
Buy more for my account.
Yes, I bought ETFs and large-cap stocks myself.
I bought penny and small-cap stocks for myself.
No, I don't have any insurance policy?
Yes I have insurance policies for myself and my family.
No, I don't need any insurance policy.
No but I am might in the near future.
Yes I bought/have some for myself.