investment-suitability
Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, customer-specific, or quantitative suitability, product-specific concerns for complex products, leveraged ETFs, variable annuities, or alterna
By joellewis · 556 installs
npx skills add joellewis/finance_skills --skill investment-suitability