What's Up at Firms?Commented on: 6 years ago (June 18, 2008)
If you ask that question on here you get various opinions - if you call your compliance dept. and get an Answer. Do that before you invest your time and effort....
Rookies & TraineesCommented on: 6 years ago (June 6, 2008)
You'd better stop on your way to the exam and buy some K-Y, you're going to need it.
What's Up at Firms?Commented on: 7 years ago (April 12, 2008)
Had a good one last week. 80 year old lady came in to ACAT her account from Jones after meeting with her tax preparer. Veteran Jones rep sold her out of Hartford annuity, generating $28k of...
Rookies & TraineesCommented on: 7 years ago (March 26, 2008)
Rookies & TraineesCommented on: 7 years ago (March 9, 2008)
Be sure and talk with the GKs that have been with him before. It's probably a good deal for you but you need to talk with these guys. These situations don't always work out, it depends on if the...