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Licensing and Registration Coordinator By Shilo Category: How-to. Viewed 648 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.