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Writing & Content · JoelLewis/finance_skills
2 skills found.
Skills
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| # | Skill | Repository | Stars | Used in | Tokens | Auto-check | Licence | Updated |
|---|---|---|---|---|---|---|---|---|
| 1 | Ensure investment advertising and marketing materials comply with SEC Marketing Rule and FINRA Rule 2210. | JoelLewis/ | 206 | — | ~6.8k | Automated safety check: Pass | MIT | 2 mo ago |
| 2 | Determine when a product, platform, or communication crosses the regulatory line from education into investment advice requiring investment adviser registration. | JoelLewis/ | 206 | — | ~7.6k | Automated safety check: Pass | MIT | 2 mo ago |
