Brian Lee – Series 7 Top-Off

Description

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Brian Lee – Series 7 Top-Off
Course Curriculum
Series 7 Top-Off Introduction

StartIntroduction (18:27)

StartDownloadable Class Notes

Seeks Business from Customers and Potential Customers

StartLesson 1 Contacts Customers and Potential Customers (19:53)

StartLesson 2 Issuing Securities (22:56)

Opening Accounts and Evaluates Customer Profiles

StartLesson 1 Types of Accounts (23:40)

StartSuitability Guideline

StartLesson 2 Suitability (21:53)

StartRetirement Plans (15:27)

StartMargin Accounts (12:55)

StartMargin-2 (17:17)

StartMargin-3 (9:24)

StartMargin-4 (11:14)

StartMargin-5 (5:41)