4y
Thank you for our feedback. We are a firm that continues to value feedback and are always looking to improve.
With that said, there are aspects of this post, unfortunately chosen to be anonymous, which we would ask anyone reading this review to consider in assessing its validity.
One, we do not hire Financial Advisors without industry experience. Our entry-level role into the firm is our Business Development Associate role. This fact doesn't align with the anonymous individual's feedback.
Second, we keep very detailed records of all candidates that we extend offers to. No offers were extended to a candidate located in Buffalo in July of 2021. This fact also doesn't align with the timeline provided by the anonymous individual's review.
Third, regarding questions regarding stocks or qualifications to be an advisor, this also doesn't align with the role we hire for (aforementioned - Business Development Associate), plus we are not a company that actively trades stocks. We are confident that would have been addressed very early on in the process.
As always, we would welcome that this anonymous individual has the courage to contact us directly to discuss their experience vs. taking the path, they did by posting this.
