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well hello welcome to my studio here in a fabulous las vegas uh this was a requested lecture on types of customer accounts um if you are enjoying the lectures theyre helpful uh please like share or subscribe uh to the channel uh finra 211 suitability rule says an associate person must have a firm understanding of both the product and the customer so you know you want to make sure you really have the products down the various investments but you also want to make sure you do a good job spend it the preliminary time you spend with a customer doing whats called data gathering before you open the account because that will help you immensely in terms of trying to determine uh suitability so a lot of us like to start with the customer by saying listen why dont i figure out right now what is your net worth before we start our relationship and see if perhaps we cant grow that net worth for you now the balance sheet on your exam is testable at two levels a balance sheet is testable from the
