3.0
Apr 17, 2026
Former employee, more than 1 year
Miami, FL
Recommend
CEO approval
Business Outlook
Pros
Great Training, Great Office Culture, Sponsors Your FINRA Licenses and Designations, Never ending growth opportunities. You will be heavily trained and its like a bootcamp so worse thing that can happen is you learn ALOT.
Cons
Product Pushing, Not comprehensive planning for clients, claim to be comprehensive but its a lot of insurance based planning. Partners are pushing you because they get pressure from the top. Retention is low and building a flow of business is hard.