4.013 Mar 2019Client service associateFormer employee, more than 1 yearNew York, NYRecommendCEO approvalBusiness outlookPros- Good management - Opportunities for financial growth over timeCons- No bonuses given at all by the firmShow more
5.02 Jul 2026Anonymous employeeCurrent employeeTampa, FLRecommendCEO approvalBusiness outlookProsExperienced team of financial advisorsConsSystems can be difficult to learnShow moreHelpfulShare
4.02 Jul 2026AnalystFormer employeeNew York, NYRecommendCEO approvalBusiness outlookPros- good people - okay pay - good learning experienceCons- tech needs improving - work life balanceShow moreHelpfulShare