The TRF/ORF Working Group will have its next call on Wednesday January 28 at 1 pm ET. The Working Group will continue the discussion of the upcoming extension of the TRF operating hours, scheduled for March 30. Working Group members will provide an update on a call with FINRA to discuss questions previously raised by FIF. The Working Group will also discuss questions from FIF members relating to staffing, licensing, price out of range and corporate actions.
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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