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Explain the brief description of the client

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Reference no: EM133153729

Provide a brief description of the client, enabling you to support stock (equity) selection.  Be careful that your description matches the risk level of  the stock (equity) chosen.

  • Age- 40
  • Name - Samantha Caldwell
  • Marital Status- Widow 
  • Profession -Registered Nurse
  • Amount wanting to invest? Where funds to invest come from?
  • Investment goals (ex. Growth, income, risk level)
  • Other (ex. Stocks client may currently have)

Reference no: EM133153729

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