Advice IQ wireframes v4 by Bill Shaw

Zaah Technologies 6 Dubon Court, Farmingdale, NY 11735 p. 1.631.873.2000 | f. 1.631.873.2050 www.Zaah.com

Advice-IQ.com CREATION DATE Wed Jul 07 2010 MODIFICATION DATE Mon Jul 26 2010 CREATOR Vladimir N. Ereshkin DESCRIPTION VERSION HISTORY 1.4

CONFIDENTIAL All Rights Reserved. This document contains proprietary and confidential information, which are the exclusive property of Zaah Technologies. Unauthorized use of this or any document, marked confidential is strictly prohibited. This document is for informational purposes only. Zaah Technologies, makes no warranties, expressed or implied.

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 2 of 29

0. Flow Diagram Home Page

About Company

3rd Party Site Compatible

For Financial Advisors

For Financial Firms

Purchase Service

Search Results

Editorial Details

Firm Profile

Editorials Search

Error

Payment Processor

Advisor Search (Filter)

Error

Submit Editorial

Thank You

Questionary

Authenticated Area

Dashboard

Firm Administrators Only

User Management

User Search/Filter

Error

Edit Firm Profile

Add/Edit User Error

FA Profile Management

FA Profile Search/Filter

Error

Settings

Add/Edit FA Profiles Error

Orders

Orders Search/Filter

Orders Details

Error

Advisor Profile

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 3 of 29

1. Home Page

1 Professionals Login

Advice-IQ

For Financial Advisors

Find Advisor

Enter Zip or Firm Name

For Financial Firms

On user click open small overlay window which shall allow user to log in to his/her account from any page.

Allow user to search for advisor using zip code or/and firm name. Entered string shall be analyzed for: - numeric values, if 5 subsequent digits entered treat that value as a zip - separate this value from the rest of the string - alpha values, if no zip pattern identified treat entered value as firm name - if both zip and alpha values identified split it and use both values in two separate filters.

News bar to render general news and market news side by side, editorials to be shown in the news bar to be managed in site administration. One editorial per line, If editorial title exceeds "..." it. On user editorial title click take user to article details page. Show 3 editorial titles at the time and allow user to scroll through list of the articles using up/down arrows, general and market new to be scrollable independently.

User shall be able to click anywhere on the panel to be taken to the section landing page. Links at the bottom of the panel shall take user to corresponding landing pages or order page.

Show top 5 editorials related to topic for the above panel (e.g. below Financial Advisors panel show related articles to financial advisors). Criteria to build top 5 editorials (in order of priority): flagged in administration, popularity, publishing date. First editorial to include article summary (first 250 characters) and image, if available, and on user editorial title click take user to article details page.

3 News

Market Updates

- Stocks Hold Gains on Lower Jobless suscipit lobortis in dignissim, conse commodo... - Freddie: 30-year fixed-rate mortgage enim, volutpat aliquip delenit velit... - Jobless claims fall 21000 to 454000...

For Financial Advisors

- Ut, suscipit lobortis in sed dignissim, nisl vel nulla ad conse commodo... - Commodo praesent at vel, enim, volutpat aliquip delenit velit, nibh... - volutpat aliquip delenit velit, nibh...

For Financial Firms

Marketing copy...nisl luptatum in diam blandit luptatum lobortis ipsum et illum duis zzril.

Feugait ullamcorper dolore vulputate ea, suscipit eum duis delenit. Iriure nostrud qui vulputate ut aliquip at, consectetuer ut, volutpat, molestie autem ut sit lorem te illum suscipit.

Vel ea hendrerit molestie, accumsan zzril, iusto facilisis, eu tation odio iriure minim et elit nostrud dolore, te. Ex illum dignissim, ut blandit consequat ex blandit praesent hendrerit nostrud in nonummy suscipit facilisi.

Open an Account icon

Call to action 2

Call to action 3

Section title Register Now for Upcoming San Diego Conference

What Clients Seek More?

Magna luptatum ut veniam consequat in autem nisl ullamcorper sit, vel aliquam facilisis duis vero. Nibh molestie consequat minim tation eum sed dolor augue. Minim, dolor dolor, wisi et facilisi, et adipiscing illum eu iusto praesent enim euismod consectetuer, feugait duis in. Nulla eros, iriure ad qui nonummy aliquip facilisis qui delenit quis dolore diam nulla dolore. Blandit, tation iusto hendrerit accumsan tation esse consequat ut velit te dignissim eu tincidunt eros.

• Article name 0002 • Article name 0003 • Article name 0004 • Article name 0005 • More

Home

For Financial Advisors

For Financial Firms

• Article name 0002 • Article name 0003 • Article name 0004 • Article name 0005 • More

About Company

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RSS

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 4 of 29

2. For Investors | FA Search Results Professionals Login

Advice-IQ

For Financial Advisors

Find Advisor

Enter Zip or Firm Name

For Financial Firms

3 9 Filter by Firm Name Location Rating

1 Firmname

contains is within

Financial Advisors 2 found

miles of

is greater than

11111

zip

Add Another Filter

✓

Choosing Financial Advisor

0,000

3 Questions to Ask Your Financial Physical

Refresh Results

Magna luptatum ut veniam consequat in autem

Article name

3 4

icon

Luptatum ut veniam consequat in autem.

Compare

Article name

Firm

Budros, Ruhlin & Roe, Inc. 1801 Watermark Drive, Suit 300, Columbus, OH 43215 - 7088

✓

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Contact

John Smith Sr. Financial Advisor

Firm name Position

Services

Financials

Mutual Funds SMAs Alternatives

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Financial service name

Firm name Position

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Financial service name

Firm name Position

Contact Info

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Luptatum ut veniam consequat in autem.

Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.b-r-r.com

Article name Luptatum ut veniam consequat in autem.

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Article name Luptatum ut veniam consequat in autem.

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

10 Search Editorials Search for...

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Categoryname Popular Searches:

mutual funds, retirement, RIA, margin, 401K

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

AD SPACE 180 x 150 fold

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

8 Prev 1

Home

For Financial Advisors

... 21 22

For Financial Firms

About Company

Submit Editorial Content

RSS

UX & Business Rules

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 5 of 29

2.a. For Investors | FA Search Results | 3rd Party View

1 1

Find Advisor

Filter by Firm Name Location Rating

is within

Financial Advisors found

Firmname

contains 10

miles of

is greater than

Enter Zip or Firm Name

11111

zip

Add Another Filter

icon

Choosing Financial Advisor

0,000

3 Questions to Ask Your Financial Physical

Refresh Results

Magna luptatum ut veniam consequat in autem

Article name

✓

Luptatum ut veniam consequat in autem.

Compare

Article name

✓

Firm

Contact

Services

Financials

Budros, Ruhlin & Roe, Inc. 1801 Watermark Drive, Suit 300, Columbus, OH 43215 - 7088

John Smith Sr. Financial Advisor

Mutual Funds SMAs Alternatives

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Firm name Position

Financial service name

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Prev 1

... 21 22

Contact Info Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.b-r-r.com

Luptatum ut veniam consequat in autem.

Article name Luptatum ut veniam consequat in autem.

Article name Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Luptatum ut veniam consequat in autem.

Article name Luptatum ut veniam consequat in autem.

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Search Editorials Search for...

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Categoryname Popular Searches:

mutual funds, retirement, RIA, margin, 401K

ADParty SPACE 3rd Content 180 x 150

UX & Business Rules

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 6 of 29

2.1.1. For Investors | FA Search Results | Quick View Professionals Login

Advice-IQ

For Financial Advisors

Filter by Firm Name Location Rating

is within

miles of

is greater than

✓

icon

Total Assets Discretionary $969,751,493 Services Financials None-Discretionary $34,764,868

Contact View Firm Details

Budros, Ruhlin & Roe, Inc. John Smith 1801 Watermark Drive, Suit 300, Sr. Financial Advisor 1801 Watermark Drive, Columbus, OH 43215 - Address: 7088 Suit 300, Columbus, OH 43215 7088 Phone: 555-555-1212 Fax: 555-555-1213 Firm name Firm name Email: Send Email 0000 Streetname Avenue, Suit www.domain.com Position Website: 0000, Cityname, ST 00000-0000 Contacts: John Smith Joe Doe Firm name Firm name 0000 Streetname Avenue, Suit Position 0000, Cityname, ST 00000-0000

Mutual Funds SMAs TotalAlternatives

Additional Asset Information: Total AUM: Financial service name Assets: $00,000,000 Total: Accounts: 00,000 AUA: Avg. Account Size: $000,000 ETF/ETS AUM: Net AUM Remaining Securities: Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Fee: % of AUM 0 commission: Hourly subscription: 000 Financial service name Assets: $00,000,000

AIQ Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Assets: $00,000,000 Accounts: 00,000 $1,004,516,361 Avg. Account Size: $000,000

CERTIFIED Firm name Position

Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Firm name 0000 Streetname Avenue, Suit 0000, Cityname, ST 00000-0000

Firm name Position

Financial service name

Assets: $00,000,000 Accounts: 00,000 Avg. Account Size: $000,000

Prev 1

Home

For Financial Advisors

... 21 22

3 Questions to Ask Your Financial Physical

Refresh Results

Magna luptatum ut veniam consequat in autem

Article name

# of Accounts

Luptatum ut veniam consequat in autem.

Avg. Account Size

4707 Contact Info 128

$206,023

Article name

$271,601

Luptatum ut veniam consequat in autem.

Phone:4835 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.b-r-r.com

$207,759

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

About Company

Article name Luptatum ut veniam consequat in autem.

00,000,000,000 Article name 00,000,000,000 Luptatum ut veniam consequat in autem. 00,000,000,000 00,000,000,000 Article name Luptatum ut veniam consequat in 00,000,000,000 autem.

Phone: 555-555-1212

Services Offered: Fax: 555-555-1213 Email: N/APlanning Financial Website: www.domain.com Pension Consulting Wealth Management

Search Editorials Search for...

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

Categoryname Popular Searches:

mutual funds, retirement, RIA, margin, 401K

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

AD SPACE 180 x 150 fold

Phone: 555-555-1212 Fax: 555-555-1213 Email: N/A Website: www.domain.com

For Financial Firms

Choosing Financial Advisor

0,000

Budros, Ruhlin & Roe, Inc.

Compare

Firm

✓

zip

Add Another Filter

✓

11111

Enter Zip or Firm Name

For Financial Firms

Financial Advisors found

Firmname

contains

Find Advisor

Submit Editorial Content

RSS

UX & Business Rules

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 7 of 29

2.1.2. For Investors | Firm Profile Professionals Login

Advice-IQ

For Financial Advisors

Enter Zip or Firm Name

Find Advisor

For Financial Firms

Back to Search Results

Budros, Ruhlin & Roe, Inc.

Velit, elit ullamcorper lobortis qui hendrerit zzril ut wisi et dolore qui, illum enim consequat, feugiat velit consequat iriure dolor wisi. Address: 1801 Watermark Drive, Suit 300, Columbus, OH 43215 7088 Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.domain.com Work Days: Monday - Friday Work Hours: 10:00am - 8:00pm Contacts: John Smith Joe Doe

Find Advisor

Facebook

Summary: Vero dolore et blandit enim euismod consectetuer, te augue in veniam eros, eum ad veniam hendrerit aliquip magna qui delenit. Lorem consequat diam nulla dolore exerci, exerci iusto hendrerit accumsan tation esse commodo ut velit aliquip odio eu velit eros. Ut, suscipit lobortis in sed dignissim, nisl vel nulla ad consequat commodo praesent at vel, enim, volutpat aliquip delenit velit, nibh exerci delenit ut. Diam et ut vel suscipit, duis feugiat quis ad. Iusto, dolore nibh laoreet lobortis te commodo iriure dignissim magna wisi aliquip iriure ea, ullamcorper quis, nulla commodo ut, dolore ex, ut autem in luptatum ut. Duis consequat amet autem praesent dignissim autem, autem aliquam facilisis dolore vero dolor esse consequat eros tation nulla, sed ipsum.

Enter Zip Code or Firm Name

Twitter LinkedIn

Advanced Filters

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Location

is within

Download

10 miles of 11111

Total Assets

# of Accounts

Avg. Account Size

Discretionary

$969,751,493

4707

$206,023

None-Discretionary

$34,764,868

128

$271,601

Rating

$1,004,516,361

4835

$207,759

is greater than

Total

zip

Principals: John Smith President

Additional Asset Information: Total AUM: Total: AUA: ETF/ETS AUM: Net AUM Remaining Securities:

00,000,000,000 00,000,000,000 00,000,000,000 00,000,000,000 00,000,000,000

Add Another Filter Search Close Advanced Search

Changes in Assets: Jim Carter Vice President

Jul 01, 2008 - Jul 01, 2010

Jane Doe VP of Marketing

$ (in Millions)

15 12 9 6 3

Q3, 2007

Submit corrections concerning information on this page

AIQ CERTIFIED

Q4, 2007

Q1, 2008

Q2, 2008

Q3, 2008

Firm Details: Ownership Detail Succeeding to existing RIA firm Main office Custodian 1 Custodian 2 # of BD Reps # of Advisory Reps # of Employees # of firms soliciting clients

Q4, 2008

Q1, 2009

Q2, 2009

Q3, 2009

Q4, 2009

Q1, 2010

Q2, 2010

Delenit in, diam quis luptatum lobortis ipsum et euismod augue diam esse ullamcorper duis ex vel odio dolore Private Residence esse ullamcorper duis vel odio dolore 000 000 0000 00

Fee:

Services Offered:

% of AUM commission:

Hourly subscription:

000

Types of Investments Offered: Mutual Funds CDs

Financial Planning Pension Consulting Wealth Management Client Detail: Individual % HNW

Financial Advisors: Find Advisor

Home

Sort by

Enter Advisor's Name or Zip

Last Name (A-Z)

John Smith Financial Advisor Branch #000 Manhattan, NY

John Smith Sr. Financial Advisor Branch #000 Upper Manhattan, NY

Advisor Name Position Branch #000 Location, NY

For Financial Advisors

For Financial Firms

About Company

Submit Editorial Content

RSS

fold

WIDE SKY 160 x 600

UX & Business Rules

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 8 of 29

2.1.2.a. For Investors | Firm Profile | 3rd Party View Professionals Login

Advice-IQ

For Financial Advisors Find Advisor

Back to Search Results

Address: 1801 Watermark Drive, Suit 300, Columbus, OH 43215 7088 Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.domain.com Work Days: Monday - Friday Work Hours: 10:00am - 8:00pm Contacts: John Smith Joe Doe

Find Advisor

Facebook

Enter Zip Code or Firm Name

Twitter LinkedIn

Advanced Filters

ShareThis

Location

is within

Download

10 miles of 11111

Total Assets

# of Accounts

Avg. Account Size

Discretionary

$969,751,493

4707

$206,023

None-Discretionary

$34,764,868

128

$271,601

Rating

$1,004,516,361

4835

$207,759

is greater than

Total

For Financial Firms

Enter Zip or Firm Name

Budros, Ruhlin & Roe, Inc.

Velit, elit ullamcorper lobortis qui hendrerit zzril ut wisi et dolore qui, illum enim consequat, feugiat velit consequat iriure dolor wisi.

Enter Zip or Firm Name

Find Advisor

zip

Principals: John Smith President

Additional Asset Information: Total AUM: Total: AUA: ETF/ETS AUM: Net AUM Remaining Securities:

00,000,000,000 00,000,000,000 00,000,000,000 00,000,000,000 00,000,000,000

Add Another Filter Search Close Advanced Search

Changes in Assets: Jim Carter Vice President

Jul 01, 2008 - Jul 01, 2010

Jane Doe VP of Marketing

$ (in Millions)

15 12 9 6 3

Q3, 2007

Q4, 2007

Q1, 2008

Q2, 2008

Q3, 2008

Q4, 2008

Q1, 2009

Q2, 2009

Q3, 2009

Q4, 2009

Q1, 2010

Q2, 2010

3rd Party Content Submit corrections concerning information on this page

AIQ CERTIFIED

Firm Details: Ownership Detail Succeeding to existing RIA firm Main office Custodian 1 Custodian 2 # of BD Reps # of Advisory Reps # of Employees # of firms soliciting clients

Delenit in, diam quis luptatum lobortis ipsum et euismod augue diam esse ullamcorper duis ex vel odio dolore Private Residence esse ullamcorper duis vel odio dolore 000 000 0000 00

Fee:

Services Offered:

% of AUM commission:

Hourly subscription:

000

Types of Investments Offered: Mutual Funds CDs

Financial Planning Pension Consulting Wealth Management Client Detail: Individual % HNW

Financial Advisors: Find Advisor

Home

Sort by

Enter Advisor's Name or Zip

Last Name (A-Z)

John Smith Financial Advisor Branch #000 Manhattan, NY

John Smith Sr. Financial Advisor Branch #000 Upper Manhattan, NY

Advisor Name Position Branch #000 Location, NY

For Financial Advisors

For Financial Firms

About Company

Submit Editorial Content

RSS

fold

WIDE SKY 160 x 600

UX & Business Rules

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 9 of 29

2.1.3. For Investors | FA Profile Professionals Login

Advice-IQ

For Financial Advisors

Find Advisor

Enter Zip or Firm Name

For Financial Firms

Back to Search Results

John Smith | Budros, Ruhlin & Roe, Inc.

Find Advisor

Facebook

Financial Advisor (Sec #: ABC0123456789 | CRD #: ABC0123456789)

Enter Zip Code or Firm Name

Twitter

John Smith Financial Advisor Firmname, Branch #000 Columbus, OH Address: 1801 Watermark Drive, Suit 300, Columbus, OH 43215 7088 Get Directions Phone: 555-555-1212 Fax: 555-555-1213 Email: Send Email Website: www.domain.com Work Days: Monday - Friday Work Hours: 10:00am - 8:00pm

Velit, elit ullamcorper lobortis qui hendrerit zzril ut wisi et dolore qui, illum enim consequat, feugiat velit consequat iriure dolor wisi.

Avg. Account Size

Discretionary

707

$206,023

None-Discretionary

128

$271,601

Total

835

$207,759

Licenses: S63 (License description) S5 (License description) S8 (License description)

CERTIFIED

Download

Passed

WIDE SKY 160 x 600

Employment History: VIRGINIA TECH UNIVERSITY, BLACKSBURG,VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA

Jan-94 - Sep-98 Aug-99 - Present

AIQ

Companies sell for: Metlife Mass Mutual Guardian

Aug-88 - Dec-93 Submit corrections concerning information on this page

ShareThis

00/00/0000 00/00/0000 00/00/0000

Area of Expertise: Retirement College Funding Inheritance Estate

Advanced Search

Student Financial Advisors Registered Account Administrator

Client Demographics:

Education

Assets fold College or Higher 50%

Criteria 000 50%

High School 13%

Criteria 000 13%

Criteria 000 12%

Criteria 000 25%

Financial Literacy Level

Home

For Financial Advisors

Risk Tolerance Criteria 000 50%

Criteria 000 50%

Criteria 000 13%

Criteria 000 12%

Criteria 000 25%

For Financial Firms

About Company

Submit Editorial Content

RSS

UX & Business Rules

Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 10 of 29

2.1.3.a. For Investors | FA Profile | 3rd Party View (Free Profile) Professionals Login

Advice-IQ

For Financial Advisors Find Advisor

Back to Search Results

Find Advisor

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Financial Advisor (Sec #: ABC0123456789 | CRD #: ABC0123456789)

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Avg. Account Size

Discretionary

707

$206,023

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128

$271,601

Total

835

$207,759

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Employment History: VIRGINIA TECH UNIVERSITY, BLACKSBURG,VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA LEGG MASON WOOD WALKER, INC., FREDERICKSBURG, VA USA

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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ABC0123456789

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Advice-IQ.com

Creator: Vladimir N. Ereshkin | Modified: Mon Jul 26 2010 | Page 27 of 29

5.5.a. Admin | FA Profiles | Add/Edit Profile Details Joe Doe | Logout Professionals Login

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Enter Zip or Firm Name

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Firm Authorization Code: ABC000000000000000000000000 Seats used: 30 | Seats remaining: 70

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Budros, Ruhlin & Roe, Inc.

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Users Firm Profile

General

Branch

Accounts

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Last Regulatory Compliance Review on 00/00/0000 (Purchase RCR)

FA Profiles

* - Required Fields

Orders

First Name*

John

Account Info: Expires: 00/00/0000 Profiles: 5,000 Renew

Last Name*

Smith

CRD Number*

ABC0123456789

Message

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Change FA Photo C:\Localfolder\filename.

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$000.00

In Review

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$000.00

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Order Number:

1234567890

Order Date:

00/00/0000 00:00AM

Placed By:

Firstname Lastname

Status:

In Review

Firm Information First Name:

Firstname

Address:

10000 Main Street

Last Name:

Lastname

Address 2:

Suit 0000

Firm Name:

Firmname

City/Town:

Cityname

Regulator #:

ABC0123456789

State:

Type of Firm:

Brokrage

Zip:

00000

Email:

email@domain.com

Phone:

000-000-0000 Private residence

Payment Information Billing Address

Payment

First Name:

Firstname

Payment Method:

Credit Card

Last Name:

Lastname

Credit Card #:

xxxx-xxxx-xxxx-1234

Company:

Companyname

Name on Card:

Firstname Lastname

Address:

00000 Main Street

Expiration:

00/0000

Address 2:

Suite 0000

City/Town:

Cityname

State:

Zip:

00000

Phone:

000-000-0000

Order Summary

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[Product service title] - 5,000 profiles for 1 year Effective Date Range: 00/00/0000 - 00/00/0000

$0000.00

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