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Personal Finance and Investing

CountAllVotes

(21,154 posts)

3. He didn't seem to realize it is a IRA

Reply to PoindexterOglethorpe (Reply #1)

Tue Jun 5, 2018, 01:08 PM

Jun 2018

I found him on a site that gives stats on brokers.

He's had 5 jobs in 5 years with different companies, most recent being the credit union.

http://brokercheck.finra.org/

How dumb are they to hire such an individual?

I'm going to call them and tell them what think!

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IRA is coming due [View all] CountAllVotes Jun 2018 OP

Well, anyone can pretty much call anyone else, so that part is legal. PoindexterOglethorpe Jun 2018 #1

He didn't seem to realize it is a IRA CountAllVotes Jun 2018 #3

Yes. If the CU is hiring someone that sketchy, PoindexterOglethorpe Jun 2018 #7

You can type in their name and company CountAllVotes Jun 2018 #8

I wound up calling them, PoindexterOglethorpe Jun 2018 #9

Lot more than your IRA are coming due empedocles Jun 2018 #2

Yes there is CountAllVotes Jun 2018 #4

Calls after you contacted your credit union? Caomplain to them question everything Jun 2018 #5

I am thinking of getting away from this credit union CountAllVotes Jun 2018 #6

I bet he wants 1% of assets under his management, not 1% of the profits progree Jun 2018 #10

My two cents; A HERETIC I AM Jun 2018 #11

Thank you CountAllVotes Jun 2018 #12

I would probably call his branch manager then. A HERETIC I AM Jun 2018 #13

Thanks again CountAllVotes Jun 2018 #14