David and sofia suarez david and sofia suarez have...

Name: david and sofia suarez david and sofia suarez have contracted with you for help in developing a plan to accomplish their financial goals you are a cfp professional and hold a series 7 genera 02868
Uploaded: 2023-12-01T20:51:19-08:00
Duration: 2 min 6 s
Channel: Akash M
Description: david and sofia suarez david and sofia suarez have contracted with you for help in developing a plan to accomplish their financial goals you are a cfp professional and hold a series 7 genera 02868

David and Sofia Suarez David and Sofia Suarez have contracted with you for help in developing a plan to accomplish their financial goals. You are a CFP® professional and hold a Series 7 (general securities license), Series 65 (investment advisor), and an insurance license.

Jamie and Cecilia Reyes are husband and wife and file a joint return. They live at 5677 Apple Cove Road, Boise, ID 83722. Jamie's social security number is 412-34-5670 (date of birth 6/15/1972) and Cecilia's is 412-34-5671 (date of birth 4/12/1974). They provide more than half of the support for their daughter, Carmen (age 23), social security number 412-34-5672 (date of birth 9/1/1998), who is a full-time veterinary school student. Carmen received a $3,200 scholarship covering some of her tuition at college. She was not required to perform any services to receive the scholarship. Jamie and Cecilia furnish all of the support for Maria (Jamie's mother), social security number 412-34-5673 (date of birth 11/6/1951), who is age 70 and lives in a nursing home. They also have a son, Gustavo (age 4), social security number 412-34-5674 (date of birth 3/14/2017).

Akash M.