Series 7 Study Guide 2.2 – Secures and updates information about customers along with relevant information and documents
0%Series 7 Study GuideSeries 7 Study Guide Home Post 4 of 141.1 Contact with potential and current customers1.2 Describing investment products to customers2.1 Tells potential customers about the account types2.2 Secures and updates information about customers2.3 Gather customer investment profile information2.4 Get necessary supervisory approval to open accounts3.1 Passing on all investment strategy information to …