The CAT Transaction Reporting Working Group will have its next call on Wednesday March 12 at 2 pm ET. The Working Group will continue its discussion of a revised draft request for exemption relating to the CAT reporting of port settings. The Working Group will also discuss representative order linkage, potential strategies to address CAT costs, and feedback from FINRA CAT in response to recent FIF comments and questions.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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