Select an option above to see an explanation here.
A) These services can be provided by a financial advisor to a municipal entity client as they do not conflict with MSRB rules.
B) MSRB rules prohibit services that could conflict with a municipal advisor's fiduciary duties.
C) Estate planning, insurance services, and asset allocation are not prohibited by MSRB rules for a financial advisor to provide to a municipal entity client.
D) Budgeting services, cash flow analysis, and debt management are all services that a financial advisor can provide to a municipal entity client.