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The first step in determining the investment objectives of a client is to establish: A His marginal rate of tax. B Hisrisktolerance. C Hislevelofinvestmentknowledge. D

The first step in determining the investment objectives of a client is to establish: A His marginal rate of tax. B Hisrisktolerance. C Hislevelofinvestmentknowledge. D His prior experience in investing.

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