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Petaluma Council, Wednesday, November 21st, 2018, Meeting #13 Sonoma County Junior College District (SCJ CD), Santa Rosa Junior College (SRC) 680 Sonoma Mountain Pkwy, Petaluma, CA 94954 Petaluma

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How to fill out advisor timestamp

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To fill out advisor timestamp, follow these steps:

02

Open the advisor timestamp form.

03

Enter your name and contact information.

04

Select the date and time of the advisor meeting.

05

Provide a brief summary of the meeting topics discussed.

06

Indicate any action items or follow-up required.

07

Sign and submit the advisor timestamp form.

Who needs advisor timestamp?

01

Any individual who has an advisor and attends meetings with them may need to fill out advisor timestamp. This could include students, professionals, or anyone seeking guidance and support from an advisor.

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What is advisor timestamp?

Advisor timestamp is a record of the date and time a financial advisor provides advice or recommendations to a client.

Who is required to file advisor timestamp?

Financial advisors are required to file advisor timestamp.

How to fill out advisor timestamp?

Advisor timestamp can be filled out by recording the date and time of advice given to clients.

What is the purpose of advisor timestamp?

The purpose of advisor timestamp is to document the timing of advice given to clients for compliance and regulatory purposes.

What information must be reported on advisor timestamp?

The information reported on advisor timestamp typically includes the date, time, and nature of the advice given.

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