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▷ ▶ Licensing and Registration Coordinator SelectSmart.com free How-to flowcharts and decision trees.
A SelectSmart.com Flowchart by Shilo. See Shilo's 4me blog page.
Viewed 498 times. Created September 2013.
This SelectSmart.com How-to flowchart, a free online decision tool is a creation of Shilo and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
How-toLicensing and Registration Coordinator
By Shilo
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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.