Social Studies, 04.03.2020 03:13 ChaseRussell24
A rep at the firm has been working on determining appropriate investments for a client. The rep comes to the conclusion that a deferred variable annuity will be the best choice for this particular client. What determination must be documented by the rep in relation to the investment in the deferred variable annuity under FINRA Regulations?
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A rep at the firm has been working on determining appropriate investments for a client. The rep come...
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