What Are the Various Types of Investments?
The universe of investment products is large and investors have many options to choose from. Registered Representatives must recommend investment products that are consistent with customer objectives, risk tolerance and return expectations. On the following pages, we will discuss features of various types of investments along with advantages and disadvantages for each type. Keep in mind that for each investment product, a Registered Representative must have the proper securities registration(s) as discussed in Section II.
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