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Articles Posted in discretionary authority

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Financial Advisors Have an Obligation to Provide Truthful Information When Selling Securities

The Financial Industry Regulatory Authority (FINRA) recently barred broker Scottie Brent Chitwood (Chitwood) from the securities industry over allegations that he sold clients variable annuities by making false and misleading representations concerning the securities features.  Chitwood was also accused of exercising discretionary authority in clients’ accounts.  FINRA’s action reinforces the…

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