planner. Monday , May 01st , 2017 - 06:58:49 AM
I am a licensed investment advisor whose fiduciary duty is to act in my clients best interest. However, for 23 years I was registered as a stock broker, so I know the brokerage business first-hand.
This is an opportunity to identify anything that should be done ahead of the meeting in support of the agenda item. This is for all attendees and not just for the leader of the discussion.
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