After Lunch Crossword Challenge
Across
- 5. a location outside of primary office to conduct business
- 7. appropriate type of investments for clients
- 10. giving the appearance of something else
- 12. an indication of cognitive decline
- 15. stock symbol for Netflix
- 16. competing personal and professional activity
- 18. individuals with a history of disciplinary actions
- 19. provides continuous investment services to clients for a fee
- 20. stock symbol for Amazon
- 23. client and firm documents
- 24. contractual agreement between the IA and client
- 26. recommended procedures or implementation
- 28. a firm that executes securities transactions for clients and itself
Down
- 1. the oldest investor protection organization
- 2. stock symbol for Microsoft
- 3. a charge for providing investment management services
- 4. an investment adviser's responsibility to its clients
- 6. a digital ledger of cryptocurrency transactions
- 8. a method to raise funds for a cryptocurrency
- 9. free from registration
- 11. a type of cryptocurrency
- 13. freedom to make investment decision on behalf of the client
- 14. possession of client funds and/or securities
- 17. exempt sale of securities to accredited investors
- 21. stock symbol for Home Depot
- 22. a fraudulent plan promising high returns for little risk
- 25. compliance with securities laws
- 27. method for resolving disputes between investors and brokers