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Chesapeake College 1000 College Circle We Mill, Maryland MD 21679REQUEST FOR PROPOSALS Brokerage Consulting ServicesFull Service Group Employee BenefitsCollege Contact: Mrs. Karen Smith Vice President
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Brokerage consulting services are for providing advice and assistance to individuals or businesses regarding their investment options in the financial markets.
Financial institutions, investment firms, or individuals providing brokerage consulting services are required to file.
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The purpose of brokerage consulting services is to help clients make informed decisions about their investments and financial goals.
Information such as the types of services offered, fee structures, conflicts of interest, and any disciplinary history must be reported on brokerage consulting services.
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