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To Get the Proper Financial Counseling, Marquis and Marta Jacobs

Question 42

Multiple Choice

To get the proper financial counseling, Marquis and Marta Jacobs made an appointment with Harry Hanstein. Harry has had two years of training in securities, insurance, taxation, retirement planning, and estate planning and has passed a rigorous qualifying examination given by the Certified Financial Planner Board of Standards in Denver. Harry is a


A) real estate broker.
B) stockbroker.
C) certified public accountant.
D) tax consultant.
E) certified financial planner.

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