Fidelity

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May 24, 2007 4:05 pm

Anyone here work (or ever work) for Fidelity. I'm thinking of making a switch and i haven't heard much about 'em.

May 24, 2007 5:21 pm

are you currently at a wirhouse? if so, don't go to fidelity, go work for a top tier bank.

May 24, 2007 8:58 pm
exhausted:

Anyone here work (or ever work) for Fidelity. I'm thinking of making a switch and i haven't heard much about 'em.



I did, during the summer of my junior year in high school. I helped people allocate their mutual funds.

May 24, 2007 9:29 pm
Bobby Hull:
exhausted:

Anyone here work (or ever work) for Fidelity. I'm thinking of making a switch and i haven't heard much about 'em.



I did, during the summer of my junior year in high school. I helped people allocate their mutual funds.



Bobby, you are a freakin funny man - nasty sometimes, but very funny!

May 24, 2007 10:13 pm
pratoman:
Bobby Hull:
exhausted:

Anyone here work (or ever work) for Fidelity. I'm thinking of making a switch and i haven't heard much about 'em.



I did, during the summer of my junior year in high school. I helped people allocate their mutual funds.



Bobby, you are a freakin funny man - nasty sometimes, but very funny!



You ought to see the one's that I DON'T post.

May 24, 2007 11:04 pm
Bobby Hull:
pratoman:
Bobby Hull:

[quote=exhausted]Anyone here work (or ever work) for Fidelity. I'm thinking of making a switch and i haven't heard much about 'em. [/quote]



I did, during the summer of my junior year in high school. I helped people allocate their mutual funds.


Bobby, you are a freakin funny man - nasty sometimes, but very funny!



You ought to see the one's that I DON'T post.



You already used that line about 3 days ago....

May 24, 2007 11:11 pm
joedabrkr:
Bobby Hull:
pratoman:
Bobby Hull:
exhausted:

Anyone here work (or ever work) for Fidelity. I'm thinking of making a switch and i haven't heard much about 'em.



I did, during the summer of my junior year in high school. I helped people allocate their mutual funds.



Bobby, you are a freakin funny man - nasty sometimes, but very funny!



You ought to see the one's that I DON'T post.




You already used that line about 3 days ago....


You ought to see the response to this post that I didn't post.

May 25, 2007 10:22 am

I guess I'll have to change the name of person I refer to at Fidelity all the time.  I call him Skippy the phone answerer who helps you plan your entire financial life for free on the phone in 15 minutes.  I'll change his name to Bobby. 

May 25, 2007 10:26 am
Spaceman Spiff:

I guess I'll have to change the name of person I refer to at Fidelity all the time.  I call him Skippy the phone answerer who helps you plan your entire financial life for free on the phone in 15 minutes.  I'll change his name to Bobby. 


Yes, you'll have to.

May 25, 2007 10:28 am

May 25, 2007 5:01 pm

Disclaimer - I don't work for Fidelity. But do know most of their Branch Reps. have the CFP. They are gaining market share - I hear.

May 25, 2007 5:40 pm

While I believe Fidelity is growing, it's because they are targeting retirement dollars, they are not a full service shop. Basically someoen can walk in and a customer service rep will help assign them some fidelity funds. Period. Will someone call them to review their accounnt. NO will they suggest something other than Fidelity Funds. NO, unless you want to go into their fee based program where you get a out of town manager who calls you once or twice a year. They are just trying to target a certain demographic, people who are to cheap to pay for advice and to stupid to do it themselves. I have never seen anyone who was impressed with their offerings.