3.0
27 Apr 2011
Former employee
Saint Paul, MN
Recommend
CEO approval
Business outlook
Pros
Excellent training program, fantastic study materials for prep for the series 7 and 66. Great bonuses and diversification trips available.
Cons
Very difficult to build client base with considerable assets in which to reach commission goals in small areas. Offices with assets given out unfairly. New/new fa's have high expectations to reach same goals with a clean slate vs. fa's with inherited assets and offices. Field trainers are not all very experienced and knowledgable, some just interested in pl bonus they receive when sharing an office.