BD- Broker-Dealer Consolidated Customer Account List
SKU: 42657178580

BD- Broker-Dealer Consolidated Customer Account List

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Description

BD- Broker-Dealer Consolidated Customer Account ListThe Broker Dealer Consolidated Customer Account List serves as a valuable list for recording a firms customer account and supporting information in a consolidated format often requested by FINRA for small firms with limited business activities or product lines. The customizable List is an instrumental part of a broker dealers books and records and includes twenty eight separate columns sections for recording customer account information as well as

The Broker-Dealer Consolidated Customer Account List serves as a valuable list for recording a firm’s customer account and supporting information in a consolidated format often requested by FINRA for small firms with limited business activities or product lines.  The customizable List is an instrumental part of a broker-dealer’s books and records and includes twenty-eight separate columns/sections for recording customer account information as well as addressing certain regulatory focal points often highlighted during the FINRA broker-dealer examination process. Members also downloaded Broker-Dealer Trade Blotter for Mutual Fund Direct Business and Broker-Dealer Variable Annuity Purchase and Exchange Blotter.

Version/Update: V.2/April 5, 2022

Total Page Count/Format: 1/.xlsx (landscape)

Source/Author(s): Connexien

Shipping Notes
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Exchange/Return Notes
  • We offer a 30-day return/exchange service after receiving.
  • Final sale items are not eligible for returns or exchanges.
  • To process your return/exchange, please contact us at [email protected]
  • Please click here for more details>>> Return & Exchange Policy
SKU: 42657178580

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4.7 ★★★★★
Based on 645 reviews
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K
Verified Purchase
KARIE FRANCIS
Los Angeles, US
★★★★★ 5
good purchase
Set name: 50 Forks, 50 Spoons Set
heavy duty utensils. good value.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 12, 2026
J
Verified Purchase
JorgeAmazon Customer
Omaha, US
★★★★★ 5
is good
Set name: 50 Forks, 50 Spoons Set
Great Product
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 6, 2026
L
Verified Purchase
Lauryn Deja
Louisville, US
★★★★★ 5
As expected
Set name: 50 Forks, 50 Spoons Set
Exactly what you'd expect from plasticware. Sturdy. Overall great value.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 23, 2026
R
Verified Purchase
Rhonda
Houston, US
★★★★★ 4
Very durable
Set name: 400 Spoons, 400 Forks, 200 Knives Set
Good and strong great for daily use
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 9, 2026
J
Verified Purchase
JW
West Palm Beach, US
★★★★★ 5
Utensils Duo
Set name: 50 Forks, 50 Spoons Set
Sometimes you just need forks and spoons for a gathering of friends! Good quality. I would buy these again if needed.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 15, 2026

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