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606 spotting a money scam with lessons from the Netflix documentary: The Monster of Wall Street

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Is There a Product Disclosure Statement?

A financial services guide is the first document that any professional will have. The second one, when we get into product land would be a product disclosure statement. When a PDF is missing, obviously that's red flag if they've got product. If you hear of a product that my community is working with, like a sponsor, they might have a PDF because they might be a product.

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