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How-toLicensing and Registration Coordinator
By Shilo
Category: How-to. Viewed 639 times. Created September 2013.     Disclaimer.   
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Work flow

                 
Receive Registration Appointment Paperwork
YES
Review process - Paperwork correct?
YES
Obtain Registration via CRD
Obtain required appointments
Send confirmation email to distribution list advising new advisor



NO

YES





 
Work with individual to complete all required documents. Completed?
YES
 
Forward contract for signature. Forward W-9 and EFT to Accounting.