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Chartered Financial Analyst Level 1

Chartered Financial Analyst Level 1

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Linda Barr, CFA, a portfolio manager, receives an unsolicited stock order from a client. She discusses the order with her firm's analysts to determine its impact on the client's portfolio. The analysts conclude the stock is highly undervalued and suitable for many of Barr's clients. Barr then recommends the stock to other suitable clients and executes a single block trade for the original client and others. Barr most likely violated the Standards by:

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