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investment-suitability
skilltested · static-verifiedscore 43/100signed passport ✓660 uses
Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, customer-specific, or quantitative suitability, product-specific concerns for comp
Declared tools (1)
investment-suitability
skill:joellewis/finance_skills/investment-suitability · published by joellewis · source repository