Which Firm for 40 yr old, 1 yr as FA? Commented on: 14 weeks ago (June 20, 2014)

Hi Needacareer -

Outstanding training and support - Best is WFA, but good luck finding someplace where the company is actually interested in hiring you onto a team and supporting w/salary...

What is the skinny @ Wells Fargo Advisors? Commented on: 1 year ago (August 21, 2013)

I came into WFA with a 10-year background in big bank mortgage, and after spending 6 months in training at ML. Missed my 66 by a point at ML and came here, and wish I would've started here. I'm...

Whats the best wirehouse/firm to start off in ex. training/base salary Commented on: 1 year ago (August 21, 2013)

If you go with a bigger wirehouse I'd suggest Wells Fargo Advisors. I'll be candid - I went through training at Merrill but when I missed the 66 by a point I had a box at my desk. Came over to...

Let's Get Inspired for A Change! Commented on: 1 year ago (December 6, 2012)

Nice Amber_M! That's the kind of thing that I want to hear. If you don't mind - share a little bit more about the seminars and what worked for you. Where'd you do them? Who'd you invite?...

Series 66 - Training Consultants TC vs. Securities Training Corporation STC Commented on: 1 year ago (November 28, 2012)

Hi SDR949 -

I'm a strong advocate of Training Consultants. Used Fire Solutions at ML and failed my first shot at the 7, took Training Consultants and blew it out. Took Fire for the 66...

Which is the largest producing Merrill Lynch office in Southern California? LA - Century City? Newport Beach Irvine Commented on: 1 year ago (October 3, 2012)

Just left ML PMD program in Laguna Hills. Obviously LA is big but from what I understood while there Laguna Hills was #2 in the country on several metrics and ahead of both Irvine and Newport...

career switch to FA Commented on: 1 year ago (October 3, 2012)

Lotusleaf - Bottom line is that there are some very important questions to ask yourself -

1) Are you comfortable making a complete career change in your 40's? I'm just starting at 46 w/a...

MSSB FAA vs WFA FAA program Commented on: 1 year ago (October 3, 2012)

Thanks for the feedback ccon2000. Didn't want to leave ML, but did not get second run at 66. Complex Dir. was very fair and tried to come up with a "partnership" alternative but req'd a Sr. FA...

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