Advisors – What to Do If You're Terminated From Your Firm or Broker Dealer?
Firm Transitions Podcast With Corey Walen 308 views June 12, 2023 10:11 pm
Now more than ever I’m speaking with financial advisors that are being terminated for infractions that year’s ago would’ve resulted in warnings.
If you’re fired from your firm or broker dealer, make sure to do these things immediately.
I hope this helps and if you could use help finding a new firm, please leverage me as a resource.
#FATransition #CoreyWalen #financialadvisor #fired #terminated
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Corey Walen
Bridgemark Strategies