Brochures & Documentation

 LaraDorbecker Securities Corporation

 

Securities offerd through Sunbelt Securities Inc., Member FINRA & SiPC

Correspondent of National Financial Services, LLC., a Fidelity Investments Company.

Texas General Lines Insurance Agency

Please click on the Title to download the PDF. document. Adobe Acrobat Reader is required, download it from the following link:

http://www.adobe.com/products/acrobat/readstep2.html 

 

Brokerage Account Application

Premier Access

Margin Agreement

ACAT-Transfer of Assets

Corporate Resolutions Brokerage Account

IRA Application 

Taxpayer ID Certification Substitute W9

W8BEN (Individual)

W-8BEN-E (Entity)

 

Sunbelt Securities Inc. 

Customer Identification Program CIP

In accordance with the U.S. Patriot Act, all financial institutions are required by law to obtain the following information for each individual or entity opening any new account:

  • Legal Name
  • Address of Permanent Residence or Principal Place of Business
  • Social Security Number or Taxpayer Identification Number
  • Foreign Passport (valid)
  • Date of Birth (for individuals)

We will request a copy of  your US driver's license or other identification documents, such as a Passport for each account holder.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck