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Crossword Puzzle
Crossword Puzzle

Crossword Puzzle!

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Crossword Puzzle!

Crossword Puzzle

Global Advisory Month - Pershing Goes Back to School on Advisory! Complete the crossword puzzle below. Make sure to screenshot and post your final score and time on the Global Advisory Leadership page on My Source Social to be entered for a prize!
Note: Clues will appear when you click on any box in the puzzle.

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About Crossword Puzzle
Recommended age: 21 years old
35 times made

Created by

Pershing User
Pershing User
United States

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Crossword Puzzle

Crossword Puzzle! Online version

Global Advisory Month - Pershing Goes Back to School on Advisory! Complete the crossword puzzle below. Make sure to screenshot and post your final score and time on the Global Advisory Leadership page on My Source Social to be entered for a prize! Note: Clues will appear when you click on any box in the puzzle.

by Pershing User
1

RIA Stands for _______(No spaces)

2

AUM Stands for: _____(No Spaces)

3

BNY Mellon social media site where you can get more information on Global Advisory Month

4

Periodical that published an article on the Advisory business of our client Benjamin F. Edwards

5

A relationship in which an Advisor is allowed to make investment decisions without requiring an investor's approval on every transaction

6

Investors having $500 Thousand to $2 Million in investable assets (No spaces)

7

Strategic Initiative: "Global Advisory ________"

8

A common unit of measure typically used to denote the fee to charge for investment advice

9

Standard governing an Advisor compensated for acting in the best interest of a client

10

A key component of Advisory business: Financial _____

11

Last Name of the "Dean of the Advisory Landscape"

12

Last name of the speaker presenting "What does the future hold for Advisory" later this week

13

An independant, self-regulatory organization authorized to protect America's investors by making sure the securities industry operates fairly and honestly

14

Pershing's Advisor Workstation ____360

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