Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC

Suitability

A few questions before we send your guide

The questions below are administered by Concorde Investment Services under its own compliance program. This site doesn't store your answers directly — they go to a licensed representative who can follow up.

  1. Day 0Sale closes
    Step 1 of 3.
  2. Day 45Identification deadline
    Step 2 of 3.
  3. Day 180Completion deadline
    Step 3 of 3.
These deadlines are set by the Internal Revenue Code and cannot be extended.

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