On February 25, FIF Members participated on a call with FINRA CAT and the Plan Participants to discuss CAIS reporting for authorized traders. Also, on February 25, the FIF CAT Co-Chairs participated on a call with FINRA CAT to discuss proposed Phase 2d changes relating to partial cancels, net price orders and the opening and closing of IDQS quotes.
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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