Greetings to everyone from FA trainee
Hello everyone. Thought I would introduce myself to the forum. I’m starting a trainee program to become a financial advisor at a regional firm in California and came across this website. Seems to be a lot of info here. As I go through my process I’ll be giving updates about my experiences. By doing this I hope that I can help others in some way and have it returned. Good luck to all.
Welcome to the biz.
How big is the regional firm you are working for?
You know, it might be interesting if someone new to the industry had a
blog of some sort about the trials and tribulations of being a
trainee. Generally, I hate blogs. I really hate them.
But, something like this would be interesting and informative for
someone considering entering the industry. Of course, you’d want
to not name your firm or that sort of thing or give any info that would
Sure. You could tell us how you are making out. People
could offer advice, you could put it to use and see how well it works
out. Tell people what works for you, what doesn’t.