Financial Advisor Sales Assistant
Need honest 1 on 1 financial advisor with no hidden costs. San Diego.?
The bank handling Mutual Funds 9/06 and not once has he checked in with us. o1/07 bought house and chased him finally an assistant helped with some sales of funds. Looking for advisor ho has a monthy fee with no hidden costs to help with account..
If all you have is mutual funds in your account, I would suggest transferring the account to Fidelity or even TD Ameritrade. They do not even charge a monthly fee. Fidelity has also a broad range of decent mutual funds that you can taylor to your needs. Their funds are low expense and all no load. They also have people who will help you with your financial planning. As does TD Ameritrade.
Garden Party 2010
Roper Industries Director’s $1.5 Million Sale
By Miriam Gottfried SHARES OF After the sale, Fort held 16,700 shares directly and indirectly, a stake worth far less than 1% of the company’s outstanding shares. The sale was his largest transaction in at least seven years and the largest out-of-pocket sale by a Roper insider since February 2008, according to data compiled by InsiderScore.com.
Financial Advisor Sales Assistant Once you”ve confirmed that the adviser has a good track record, it”s time to delve deeper into his or her personality. Financial Advisor Sales Assistant A good adviser will consider all aspects of your financial situation and design a customized plan to help you achieve your goals.