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Social Studies, 22.04.2021 18:50 lisaxo
Points:5,070
Level:High School
Joined:9 November 2020
Warnings:0
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whats your info
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Social Studies, 22.06.2019 10:10
Tracey is a financial planner who received his cfp designation. tracey does not have any other designations or licenses. although tracey's expertise is investment planning, he is anxious to expand his client base and is willing to assist clients with any area of financial planning. over the last month tracey engaged in the following activities with troy, a new client.a. during the initial meeting, tracey collected personal data about troy including the estate planning documents troy had previously executed.b. during the second meeting, tracey recommended the use of a trust to fulfill some of troy's estate planning goals.c. troy called tracey one afternoon and asked if tracey could explain the probate process to him, which tracey promptly did.d. tracey downloaded a copy of a generic will from the internet, filled in troy's information and gave the document to troy to be executed.of the activities above, which would be considered the unauthorized practice of law?
Answers: 3
Social Studies, 22.06.2019 12:20
Which of the following is not critical in decision making? a. taking action independentlyb. considering internal factorsc. considering external factorsd. considering decision consequences
Answers: 1
Social Studies, 22.06.2019 13:40
What did populists set their sights on after achieving some success on a local level in the late 1800s?
Answers: 1
Social Studies, 22.06.2019 17:00
Earlier studies were more slanted toward a. the upper class. c. caucasian males. b. teenagers in school. d. caucasian females. select the best answer from the choices provided a b c d
Answers: 1
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