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Self help Community Services, Inc. 520 Eighth Avenue New York, New York 10018 212.971.7600 www.selfhelp.netTestimony of Self help Community Services, Inc. New York State Assembly Standing Committee
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A trusted advisor is a person or entity that provides expert advice and guidance, often in financial or legal matters, helping clients make informed decisions.
Individuals or entities designated as trusted advisors, typically in financial or legal services, may be required to file depending on regulatory obligations.
Filling out a trusted advisor form typically involves providing personal or organizational information, outlining services offered, and detailing any relevant credentials or experiences.
The purpose of a trusted advisor is to provide reliable advice and guidance to clients, ensuring their best interests are considered in financial or legal matters.
Information that must be reported can include the advisor's contact information, client relationships, services offered, and any potential conflicts of interest.
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