Moving from MSSB to Chase after 3 years. Any thoughts, advice or guidance on the transistion?
Right, this is a lateral move. Why would you do it, except for the check?
If it is money you want look at the Indy firms, you will make a LOT more money, and pay a lot less in taxes if you set things up properly.
I have an interview coming up at Chase. I work for JPMC, but with another LOB and am liscenced. Do you have any pointers to insure I move the process forward? What are the activity expectations? What is a good amount in deposits to have in a branch? How does an FA mine propsects through CA?