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Old 01-03-2024, 02:22 PM   #13
Locke
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Quote:
Originally Posted by Paulie Walnuts View Post
I worked at a bank. They have hired cashiers to be Financial Advisors with no previous experience in finance or education.

It was comical to see of them explain what an MER is.
Without getting into the gritty details, I am always hesitant to recommend a bank for Financial Advice. They sell their own products and thats pretty much all their people know.

I've seen it all.

I've been burned by recommending Financial Advisors to clients in the past. Its an industry that had almost no barriers of entry and almost any Tom, Dick or Harry could just slap up a shingle, call themselves an advisor and start pissing people's money away.

Its why I'm comfortable recommending Slava. I do his taxes and I talk with him. Despite being a filthy Spurs fan *spits on floor* I have conclusive proof that he knows what he's doing and he works for his clients, not his 'Bank.'
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