Complimentary Guidance
& Personalized Plans
Chartered Retirement
Planning Counse
lors
SM2
RICARDO GUTIERREZ
Financial Consultant, CRPC
RICARDO GUTIERREZ
Financial Consultant, CRPC
Easy-to-
Planning Calculator
use Retirement
Powerful Tools to Help
Diversify Effectively3
1-800-ETRADE- 1
Get up to $600 when you rollover a 401(k) or IRA.
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ETRADE.COM
Customers who receive promotional offers from affiliates of E*TRADE Financial Corporation may be subject to IRS Form 1099-MISC reporting requirements should the
total value of those items exceed $599 in a calendar year. Please consult a tax professional.
1. Investment recommendations are provided by representatives from E*TRADE Securities LLC, a broker-dealer member of FINRA.
2. The Chartered Retirement Planning Counselor designation is offered by the College for Financial Planning®. Investment Professionals with this designation can be found in
most E*TRADE branches.
3. Diversification does not ensure a profit and cannot protect against losses in a declining market.
4. Credits for deposits of new funds or securities from accounts outside of E*TRADE will be made as follows: deposits over $250,000 receive $600; deposits between $100,000
and $249,999 receive $250; deposits between $25,000 and $99,999 receive $100. This offer is valid only for new IRAs (limited to Rollover IRAs, Traditional IRAs, Roth IRAs),
but excludes E*TRADE Securities and Bank accounts. Deposits of new funds or securities from existing E*TRADE Bank and E*TRADE Securities accounts are not eligible for this
offer. New funds or securities must be deposited or transferred within 45 days of new account opening or enrollment in offer, and must be from accounts outside of E*TRADE
Bank and E*TRADE Securities. One account promotion per customer. Promotion is limited to one account per User ID and is not valid with any other offers. Deposits must be
made into a new IRA account to qualify for credit. E*TRADE Financial Corporation associates, and non-U.S. residents not eligible. New funds or securities must remain in the
account (minus any trading losses) for a minimum of 6 months or the credit may be surrendered. The credit will be made to your account within 8 weeks of account funding.
We reserve the right to terminate this offer at any time. Accounts must be enrolled by December 31, 2012, the offer expiration date.
Securities products and services are offered by E*TRADE Securities LLC, Member FINRA/SIPC.
System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance and other factors.
©2012 E*TRADE Financial Corporation. All rights reserved.
