Limited trading authorization gives a designated person the power to place orders in an account and/or to make inquiries concerning the account, such as obtaining account balances, but does NOT allow for the disbursements of account funds. Simply put, your own act traded by an adviser specialist. The adviser specialist would have no rights to inherit or divide the account balance for any reason.
Success working with CFA does not mean the highest possible return; success means you receive the highest achievable return with the lowest amount of risk consistently. Risk management is paramount at CFA.
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