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When a problem comes along, you must skip it. When something's going wrong, you must skip it. Skip it! SKIP IT GOOD! (...Unless you have extra time at the end, in which case you should go back to it and also consider using Process of Elimination.)

Discretion

Datcretion, Discretion

Discretion allows advisers to make purchase and sell decisions in a client’s account without the client’s prior knowledge or approval. To do this legally (key word here,) the adviser must have discretionary authority over the account.

Written discretionary authority must be kept on file within the customer’s account. The only instance when spoken discretionary orders are permitted is the 10 days following the first transaction in the client’s account.

A spouse o...

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