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Practice Exams
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Type of Client Drill

  • 1.

    Your client Philip Carey owns a small shop, of which he is the sole proprietor. Philip isn't comfortable with his assets being tied up for too long. What type of investment strategy would you recommend for Philip?

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  • 5.

    A type of structure that includes flow-through of income and expenses, annual meetings, and no personal liability is a(n):

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