Ensure investment advertising and marketing materials comply with SEC Marketing Rule and FINRA Rule 2210. Use when the user asks about performance advertising, showing backtested or hypothetical returns, net vs gross performance presentation, client testimonials or endorsements in marketing, social media posts by advisers or reps, third-party ratings in pitchbooks, or advertising recordkeeping.
安装
尚未确认此技能的独立目录。下面命令会打开仓库技能选择器,请按上游说明选择技能。
skills CLI
npx skills add JoelLewis/finance_skills