Membership Information

Educational Investor Services (EIS) uses the active approach to investing by educating the customer to make knowledgeable investment choices.

  • Customized Corporate 401K Portfolios
  • Market Wrap: Summary of quarterly market conditions
  • Conservative Portfolio: Living off your assets
  • Growth & Income Portfolio: Targeting expenses in 5 years
  • Growth Portfolio: Accumulating wealth
  • Roth IRA: Identifying Fidelity Select Funds and Widely Held Stocks
  • Educational Savings Account: Investment for college portfolio
Newsletter Signup Option 1:
Debit or Credit Card
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Newsletter Signup Option 2:
Check or Money Order

Please print and complete the subscription form. Once completed, mail with payment source to:

755 Grand Boulevard - Suite B 105-319
Miramar Beach, FL 32550

Upon receipt, your account will be activated following a confirmation email. If you have any questions or concerns, please email

Download Printable Membership Form
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