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Early 20's starting w. jones

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May 9, 2007 6:04 am

[quote=newtojones]allreit...no i dont feel fake selling insurance, i feel misleading giving them advice on investments in  the annuity category with just an life and health lic. the insurance is fine and completely agree with how important it is, as an insurance only guy i will always be an outsider providing one service instead of having the chance to be the main guy thats all i was saying sorry for confusion[/quote]

Get your 7 before you talk about investments and be careful Jones doesnt find out you are or you'll be done before you start.

May 9, 2007 4:28 pm

ok this is way off topic…exproptrader, i was referring to annuity…as i wrote in the column you pasted that i wrote…i write annuities right now, so im a little confused as to what you’re talking about, but forget it clearly nothing gets accomplished here thanks all

May 9, 2007 8:49 pm

I'm not sure I understand what you don't understand (if that makes any sense) it doesn't matter what kind of vehicle the investments are in MFs, annuities, stocks etc..., if you don't yet have your 7 you can get in trouble with the NASD and Jones if you are giving "investment" advice without a 7.  Wasn't trying to give you a hard time, sorry if it came across that way.

May 9, 2007 8:59 pm

if you don't yet have your 7 you can get in trouble with the NASD and Jones if you are giving "investment" advice without a 7. 

Since when does a 7 allow someone to give investment advice?

May 9, 2007 9:32 pm

lol im not giving any advice on behalf any company whatsoever…i havent even taken my test yet dude. i was referring to the fixed annuities i have been selling for the previous 18 months. which i am licensed to sell and up until this point the nasd has no jurisdiction over my business practices at all due to the fact im not a securities dealer…nor have i in any case given advice or guidance on securities. i think from the beginning you mistook my desire to sell securities as my currently selling or advising on those…which…for the record…im absolutely in no way doing.

May 9, 2007 9:47 pm

Funny how Insurance guys want to sell investments and Advisors are training themselves to sell more Insurance.  I believe its mainly from the haircuts people take working for the MAN… always feeling short changed by the payouts…we worked to get the prospect to become a client and then…wam…the firm limits the payout and then takes 62% off the top.  I guess working the independent model…allows me more satisfaction working only on the investment side because I keep more of what I produce

May 9, 2007 9:54 pm

[quote=newtojones]...... i think from the beginning you mistook my desire to sell securities as my currently selling or advising on those..which..for the record..im absolutely in no way doing.[/quote]

......with just an ins. license i know im misleading everyone i speak to about thier investments.

That statement was what led me to beleive you were speaking with people about securities,  when you speak investments I automatically assumed securities, my fault, wont happen again....for the rest of the day  

May 10, 2007 1:28 am

If you’ve seen people slam Jones repeatedly on this forum, why do you want to go work for them? Just curious. What I’ve found in life is when I hear something repeatedly from multiple independent sources, it generally has a grain of truth to it. Not that I’m pontificating. Just wondering.

May 10, 2007 1:41 am

[quote=farotech]What I've found in life is when I hear something repeatedly from multiple independent sources, it generally has a grain of truth to it. Not that I'm pontificating. Just wondering.[/quote]

Independent sources?

You've got to be kidding!

May 10, 2007 1:46 am

I'm pretty sure, Borker Boy, that most people on this forum are not colluding.

If 20 people tell me that Jones sucks, and Jones tells me that they don't, I'm more likely to believe the people who actually worked at Jones than the party line, or the shills who are paid to patrol these sites and post pro-Jones propaganda.

May 10, 2007 1:57 am

lol, please god tell me those don’t exist.

May 10, 2007 1:20 pm

Capitalize G on God

May 11, 2007 1:30 pm

How exactly do you sell any annuity, even a fixed annuity, without ever
talking at all about investments in general?  I have always found
it funny that people actually attempt to say they do.  When you
get to Q&A with the client, and they ask how this fixed annuity is
different from another VA, do you answer “I am not licensed to discuss
that?”  ok, ok, ok, I know the answer and I am just busting some
chops.  I just think the whole thing is comical.