That was my first “financial advisor” who told me how portfolios were scrutinized and adjusted for each investor’s risk allowance. Pure B.S.
Took him 10 months to lose 25% of my money 2008-2009. He just put everyone’s money into the same big caps and funds that his home office directed each branch to do. First and last time for me using a “professional “.
C over 1 year ago
Where are the client’s yachts?
The dude from FL Premium Member over 1 year ago
And Wells Investments got rich
ArtyD2 Premium Member over 1 year ago
A Wells notice is a bad thing. Must be about Crooko coin and Klepto currency.
ladykat over 1 year ago
I think I would keep my money.
uniquename over 1 year ago
Losing stinks too.
admiree2 over 1 year ago
That was my first “financial advisor” who told me how portfolios were scrutinized and adjusted for each investor’s risk allowance. Pure B.S.
Took him 10 months to lose 25% of my money 2008-2009. He just put everyone’s money into the same big caps and funds that his home office directed each branch to do. First and last time for me using a “professional “.
T... over 1 year ago
Love is a harsh mistress…