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Mptc 66  Form

Mptc 66 Form

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Video instructions and help with filling out and completing Mptc 66 Form

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Instructions and help about mptc form

[Music] hey it's Ken Capital Advantage T it's my job to get you pass the series 65 and series 66 exam okay so a lot of it comes down to some of the tests is going to have stuff about suitability and the different types of clients whether it's a trust or or an individual account or a joint account or an LLC or a partnership all that stuff we're going to cover in here but before you do that please like subscribe and share this if they're not going to be offended and if they are doubly share it let's go so look as an advisor you have to kind of gaug what they're doing so when a client walks in you got to find out as much about them as you can their occupation right why do you want to know the occupation but because do they have a steady job or they entrepreneur like an idiot like me who has up and down stuff so and you got to look at do they have money coming in how's the money coming in so let's say I bring in 60 Gra

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