FIF has scheduled an additional call this week for the FIF CAT CAIS Working Group to review the updated versions of the CAT CAIS Industry Member Reporting Scenarios published by FINRA CAT on January 28, 2021 and February 4, 2022. The call will be on Monday February 14 at 11am ET. This will be in addition to the regularly-scheduled Wednesday and Friday CAIS calls this week.
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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