^^ I’m not sure why you are quoting me. You starting with $5k much like the OP, is pretty much how everyone starts. I’m just saying that a bank branch is not the worst place for someone like that to start, they are actually designed for that kind of customer. A seasoned, knowledgeable advisor has limited time available and does not seek out such clients, although every one of them make occasional exceptions for various reasons.
But I still don’t see your point regarding your attitude to learn and the banking system. Help me understand.
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