u/GrandmasterCal

Used Knopman Marks to study, but the real nail in the coffin was Ken and the mighty from D Tin (not sure why he’s filtered here).

Ask me anything you’d like, got a two hour train home. Happy to answer any questions.

High level passover: Heavy on municipals, heavy on investment companies, heavy on options, heavy on suitability, and know your customer accounts (and how you should advise a customer within each).