Answers: 1
Social Studies, 22.06.2019 10:10, gtsaeg7277
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 21:30, youngdelvin123
Which beliefs and principles in the declaration of independence and the us constitution create a national identity
Answers: 3
Social Studies, 23.06.2019 04:31, lalisa6745
Arecession is the total value of all goods produced in a country in a given year total value of all goods and services produced in a country in a given year total amount of money earned in a nation over a specific period of time none of the answers are correct.
Answers: 1
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