We have been in business sine 2002. We have worked with 29,000 financial advisors. We have had reps from EVERY FIRM IN THE UNITED STATES use our service (Merrill Lynch, Morgan Stanley, Prudential, NY Life and EVER OTHER firm that anyone mentions)
People will ask you if we have reps using our service form their company, The answer is yes.
We do not give out their names as
a. we do not have their permission
b. we do not know if they have gotten approval at their company (if they need to get approval) to use our service and we do not want to get anyone in trouble
We do not know that we are "approved" at any company as we do not get involved in those issues. We have NO communication with these companies. We deal with individual financial advisors and it is their responsibility to get any approval from their company, if needed
3. we do not give out the names of any past or present representatives using our service
4. see video below of Morgan Stanley reps that have used or are using our service (we could make a similar video for any company but this is an example)
4. see video below of Morgan Stanley reps that have used or are using our service (we could make a similar video for any company but this is an example)
a. we do not ask these financial advisors where they work as we do not need to know that
b. we only know where they work if they tell us or have it in their email address (ms.com)
video: morgan stanley reps.mp4
Related article "are you approved with my company?"
https://setters.freshdesk.com/a/solutions/articles/153000062295
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