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If your advisor is unfamiliar with your financial situation, objectives and financial needs, he or she will not be able to serve you in the best possible way. Knowing one’s client is an ethical rule. It is not an optio
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Document Date: 2013-07-11 16:14:28
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File Size: 68,77 KB
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IndustryTerm
personal finance expert /
/
/
Position
advisor /
advisors /
/
URL
www.chambresf.com /
/
SocialTag
Advice
Question