Series 6 Study Guide 1.1 – Reaching out to current and potential customers
0%Series 6 Study GuideSeries 6 Study Guide Home Post 1 of 131.1 Reaching out to current and potential customers1.2 Describing to potential and current customers2.1 Provides information about the different account types2.2 Secures customer information/documentation and looks out for suspicious activity2.3 Tries to secure investment profile information regarding the customer2.4 Opening accounts and the supervisory …
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