5.0Aug 4, 2025Wealth management internCurrent internNew York, NYRecommendCEO approvalBusiness OutlookProsStrong Mentorship program and a realistic outlook of the careerConsPay is lower compared to other shopsShow more
5.0Apr 2, 2026Branch managerCurrent employee, more than 8 yearsFort Myers, FLRecommendCEO approvalBusiness OutlookProsCompensation structure, product availability, brokerage system, overall tools, open structure to do best for your clientsConsSupport staff are more hands off, not a lot of in house support staff members.Show moreHelpfulShare
3.0Jun 2, 2026Financial advisorFormer employee, more than 8 yearsMelville, NYRecommendCEO approvalBusiness OutlookPros- Great place to go to get full licensed quickly - You create and build your own businessCons- No real base - if you don't have a solid network or don't work close with a senior advisor you won't make it. - High turn over rateShow moreHelpfulShare