ML vs Valic - Which One? Commented on: 3 years ago (September 4, 2013)

Merrill's PMD program is excellent training. The benefits are great and it's a great atmosphere (depending on your office). The bigger name means squat. YOUR name is what it's about and what...

Fired PMD -> Merrill Edge? Commented on: 3 years ago (August 1, 2013)

Take your medicine and go. BOA will not look at you for any other position if you've washed out of PMD. Sucks, but they have their (unrealistic) expectations. You don't make it, you're done.

Manager threatens to "note my file accordingly" after I resigned Commented on: 3 years ago (July 9, 2013)

He can only state things that are true. Otherwise it's libelous.

If you had the choice ML, NY Life, or PNC Commented on: 3 years ago (December 30, 2012)

"I have a friend of mine who has been at MSSB for just about a year (in production for just over 6 months). He has about $3m AUM with 7 clients and he's doing well (according to their benchmarks...

Looking for a firm that does not require door-knocking or selling to family/friends Commented on: 3 years ago (December 21, 2012)

When you find it, let us all know...heh

Merrill Lynch PMD or Wells Fargo Advisors Trainee? Which is better? Commented on: 3 years ago (December 17, 2012)

Study on your own for 7, 66 Insurance and CFP. Fail any one and you get one more shot. Fail again and the party's over.

Frustrations with Wells Fargo bank Commented on: 3 years ago (November 19, 2012)

Welcome to the BOA/Merrill format. We own you...we market to your clients...conform...conform.

Ml trainee with 10mil aum? Commented on: 3 years ago (November 18, 2012) warning letter said they expected 3 mil AUM at 90 days. I didn't have it, so I'm gone. Don't fall for it.

Life after PMD? Commented on: 3 years ago (November 18, 2012)

Hope there is...I got bagged Tuesday. Shooting out resumes everywhere since, hoping to catch on, as I'm just getting ready to roll in some good accounts. We'll see. Happy damn holidays.

Has anyone taken the 66 lately? Commented on: 4 years ago (July 13, 2012)

Sorry to hear that, dg...I failed the first time with FireSolutions, passed the second time with an 85 with Training Consultants. I think they're very effective with teaching what you need to...

Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×