Series 63: Blanket Recommendations

Taken from our Series 63 Online Guide

Blanket Recommendations

A blanket recommendation is when a firm or financial professional makes a recommendation to all their customers or clients to buy or sell a particular security. Since a blanket recommendation does not consider whether the action is suitable for each individual customer, making such a recommendation is generally a bad idea.

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David Lewis, White Plains, NY

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Series 63: Blanket Recommendations

Taken from our Series 63 Online Guide

Blanket Recommendations

Since you're reading about Series 63: Blanket Recommendations, you might also be interested in:

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