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There is something wrong with non licensed people giving investment advice.
True. It's illegal. I've been securities licensed in the past.
Do you believe I'm giving advice on securities - including buying, selling, holding, or any analysis of securities portfolios?
Note that moving a portfolio of securities to annuities is not securities advice when it is done for the features and benefits of the new annuity contract.
Just a note that even the DOL BICE had an exception regarding providing general investment information as part of the sale of fixed indexed annuities.
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