So Im 39..Ive been in IT for 20 years..majority of that at the same company..and Im lets just say a senior level manager who runs the show.
A few months ago I had one of those moments(an accident) in life that made me go what the hell am I doing with my life..I was miseraable..and wanted to do what Ive always loved more than IT..be a financial advisor and eventually a CFP. Its something that those that know me, Im very good at...investing and planning...
So here I sit...I quit my job, took the summer off to think.....finished a CFP course I started last year.....and have finally just started applying to firms to be a FA..
I first applied to Edward Jones. I know some people on here hate them for some reason..but so far so good..and Im at the last stage of the interview process. Can anybody give me any real insight on this firm.? Those that I know who use them for retirement planning love them.
I next applied to UBS. My last CFP instructor was from there and I like what he had to say. Any insight or advice about this firm?
And paddy last is Wells Fargo Advisors..Ive used them for years to manage IRA accounts and like the quality of service..the software is awful..but I like them. Any real insight on this company? Advice?
Any advice at all is welcome.