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However, they’ll probably claim 80-90% retention and exclude the mass exodus for who knows what false logic and justification. Maybe them changing from 49 Financial to 49 Financial Group, changing broker-dealers, who knows what the leader’s think they can justify starting over all the firm’s stats…… sad, just sad…..
16 Οκτ 2024 · For our review of 49 Financial, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm.
The heart of 49 Financial is the people who make up our team. Get to know our Financial Professionals, Leadership, Investment & Client Operations, and HQ teams.
Response 1 of 4: Pyramid scheme? In legal terms, no. Predatory? Yes. It’s another one of the many companies that try to convince naive recent grads that this is a “financial” job when it’s not. It’s selling full life insurance and calling your friends/family with no leads.
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49 Financial provides comprehensive financial planning services to individuals and businesses to help them achieve their financial goals.
17 Μαρ 2023 · If you actually want to be a financial advisor, aim for private wealth management or be a FA at a more legit place (Merrill etc) that puts you on an existing book of business instead of hustling your friends and family.
