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(Page 1of70)ISSUED TO: 27086GROUPID:07/14/2022GROUP:27086 Sort:00000009427069COPIES1CERTIFICATE/06/01/2022(Page 2of70)ISSUED TO: 27086GROUPID:07/14/2022THISPAGELEFTBLANKINTENTIONALLYCERTIFICATE/06/01/2022(Page
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Group 27086 - advisors refers to a specific classification used to identify individuals or entities that provide advisory services in various fields, including finance, business, and legal matters.
Individuals and firms that provide advisory services and meet certain regulatory criteria are required to file under group 27086 - advisors.
To fill out group 27086 - advisors, one must complete the designated forms, providing accurate information about the advisory services offered and conforming to the guidelines set forth by the regulatory authorities.
The purpose of group 27086 - advisors is to ensure that advisory services are properly regulated and that advisors adhere to industry standards and ethical practices.
Information that must be reported includes the advisor's qualifications, types of services offered, client demographics, and any relevant financial disclosures.
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