Which of the following circumstances creates a fiduciary status? I. Being named as a fiduciary in a

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Which of the following circumstances creates a fiduciary status?

I. Being named as a fiduciary in a trust document.

II. Preparing an income tax return.

III. Providing personalized advice about securities for compensation.

IV. Selling an insurance product.

A. I.

B. I, II.

C. I, III.

D. I, IV.

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Essentials Of Personal Financial Planning

ISBN: 9781945498237

1st Edition

Authors: Susan M. Tillery, Thomas N. Tillery

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