A client asks for advice on setting his household budget. What is the first action that a mutual fund representative should take? A. Schedule a meeting to discuss the budget. Good choice! B. Refer the client to a financial planner. C. Refer the client to a licensed stockbroker. D. Gather the client's financial information and prepare an initial budget

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
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A client asks for advice on setting his
household budget. What is the first action
that a mutual fund representative should
take? A. Schedule a meeting to discuss the
budget. Good choice! B. Refer the client to
a financial planner. C. Refer the client to a
licensed stockbroker. D. Gather the client's
financial information and prepare an initial
budget
Transcribed Image Text:A client asks for advice on setting his household budget. What is the first action that a mutual fund representative should take? A. Schedule a meeting to discuss the budget. Good choice! B. Refer the client to a financial planner. C. Refer the client to a licensed stockbroker. D. Gather the client's financial information and prepare an initial budget
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