FIF has scheduled a call for the CAT Transaction Reporting Working Group for Tuesday January 27 at 10 am ET. The Working Group will continue its discussion of draft updates to FAQ D10 from FINRA CAT on retiring Error Code 2247 (a quantity value of ‘0’ must be reported for notional orders reported with the ‘CASH’ handlingInstructions value).
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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