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FinancialSolutionsLLC FormADVPart2A February 2014 4946DonegalCliffsDrive Dublin,Ohio43017 6146043551 www.FinancialSols.com ThisbrochureprovidesinformationaboutthequalificationsandbusinesspracticesofFinancial
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What is advisory business?
Advisory business involves providing guidance and recommendations to clients regarding financial investments, strategies, and decisions.
Who is required to file advisory business?
Financial advisors, investment firms, and individuals who provide advisory services are required to file advisory business.
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Advisory business can be filled out by providing detailed information on the services offered, clients served, fees charged, and any potential conflicts of interest.
What is the purpose of advisory business?
The purpose of advisory business is to ensure transparency and accountability in the financial advisory industry, protect investors, and maintain market integrity.
What information must be reported on advisory business?
Information such as client demographics, investment strategies, performance results, and regulatory compliance must be reported on advisory business.
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