(407) 628-8130

Gathering My Personal Data

This check list helps you gather your personal data and specific documents which helps your advisor work more effectively. Also, please feel free to contact us if you have any questions regarding the gathering of these documents.

Confidentiality of Personal Data

In addition, the confidentiality of your information will be respected and cooperation is appreciated. Documents to bring to the next meeting or deliver in advance: Your advisor will be able to work more effectively when you provide documents. You can be assured that your documents will be professionally safeguarded under strict, confidential control during the analysis period. Although if you prefer, copies of your financial papers are acceptable.

Value Shield® Capital Strategies

1390 Hope Road, Suite 200 

Maitland, FL 32751 


Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Value Shield Capital Strategies and Securities America are separate entities. Seek the advise of your CPA for tax related questions.

This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed