Brian Lee – Series 7 Top-OffSeries 7 Top-Off IntroductionIntroduction (18:27)Downloadable Class NotesSeeks Business from Customers and Potential CustomersLesson 1 Contacts Customers and Potential Customers (19:53)Lesson 2 Issuing Securities (22:56)Opening Accounts and Evaluates Customer ProfilesLesson 1 Types of Accounts (23:40)Suitability GuidelineLesson 2 Suitability (21:53)Retirement Plans (15:27)Margin Accounts (12:55)Margin-2 (17:17)Margin-3 (9:24)Margin-4 (11:14)Margin-5 (5:41)
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