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Code of Ethics

I believe it is my responsibility:

  1. To hold my profession in esteem and strive to enhance its prestige
  2. To fulfill the needs of my clients to the best of my ability
  3. To maintain my clients' confidences
  4. To render exemplary service to my clients
  5. To adhere to professional standards of conduct in attaining client objectives
  6. To present accurately and honestly all facts regarding clients' investments
  7. To never stop working to improve my skills within the profession
  8. To cooperate with others whose services may benefit my clients