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HOW TO OPEN AN ACCOUNT WITH US
1) Fill out one (or more) of the TD Ameritrade Account Forms
2) Complete (Print), and sign the form(s) needed
3) Complete (Print), and sign "Management Agreement" (8 pages)
(Current Clients - Complete (Print), and sign an Addendum)
5) Make account/deposits/check(s) to TD Ameritrade
(former TD Waterhouse)
or include a copy of a recent statement(s)along with a transfer application
when transferring
6) Send the completed form(s), check(s) or statement(s) to:
Pearson Capital, Inc.
P.O.Box 3739, Apollo Beach, FL 33572
Toll Free: 800-510-0329
E-mail: PearsonCapital@aol.com (President-Donald Pearson)
or Pearsoncapital7@gmail.com (Account Manager-Ann Hathaway)
IMPORTANT: Our files are in a PDF format and require that Adobe Acrobat Reader 6.0 (or newer) be installed
on your PC in order to view and print our forms.
To download a newest Adobe Acrobat Reader, click on this ICON 
Download Acrobat Reader free
New Clients - PCI's Investment Management Agreement
(View or print Pearson Capital's Management Agreement)
(IMPORTANT: Please print all 8 pages, sign, date and return to PCI )
Current Clients - Complete (Print), and sign:
"Management Agreement Addendum A" (1 Page)
Current Clients - Complete (Print), and sign:
"Management Agreement Addendum B" (1 Page)
Privacy Policy
2008-Regulatory updates and/or our company policies/Management Fees
Form ADV Part II (Uniform Application for Investment Adviser Registration)
Pearson Capital - Schedule F
 Download Acrobat Reader or E-Book reader free
Member - Apollo Beach Chamber Of Commerce
Pearson Capital, Inc. • P.O.Box 3739 • Apollo Beach • FL 33572
Copyright © 2007 Alberti - All Rights Reserved - Privacy Policy
Webmaster
www.pearsoncapitalinc.com
www.pearsoncapital.com
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