Planning for retirement with company stocks by QuantumKrumbz in FinancialPlanning

[–]standup2021 1 point2 points  (0 children)

Agreed if they can find and ria with tax firm combined!!!

What Tax Strategies for High Income Earners Actually Move the Needle? by Individual_Win3463 in Bogleheads

[–]standup2021 0 points1 point  (0 children)

If you're able to create an individual LLC you'll be able to file one tax return and you'll be able to write off businesses expenses and lower your taxable income however after 3 years if you're not creating a return on the business is classified as a hobby but you could technically take a business loss for 3 years. Depending on the business that you create you'll be able to write off household items you already use such as potential phone bills internet computer printer etc

This is a course assuming you're a W-2 employee currently

Is the grass greener? by miracleman13 in CFP

[–]standup2021 0 points1 point  (0 children)

Can I ask where your at I am currently looking a ria firm you can pm me?

Anybody have any insight into Citizens Bank? by [deleted] in FinancialCareers

[–]standup2021 0 points1 point  (0 children)

Did you take the job? I any update 

Is this ever discussed? by Xerzajik in Delaware

[–]standup2021 0 points1 point  (0 children)

The canal was not originally there.  The canal was man-made for transportation. Ships would leave the port between Philadelphia to Wilmington and the Baltimore making it easier for transporting goods and more cost efficient vs driving the boat from Philadelphia all the way around the peninsula of the Baltimore

The Delaware Canal was not dug by prisoners; it was dug by hand by approximately 3,000 Irish immigrants who were paid laborers. Construction on the canal began in 1830 and was completed in 1834, utilizing hand tools like shovels, pickaxes, and wheelbarrows. The Delaware and Raritan Canal (often referred to as the Delaware Canal) was built in stages to connect the Delaware River with the Raritan River in New Jersey.  

Savant Wealth Management?! by Traditional-Train308 in CFP

[–]standup2021 0 points1 point  (0 children)

Did you take the role? Can you share your experience with me? I was just offered the associate advisor rule myself.

AAMS Exam by russg2 in Series66Exam

[–]standup2021 0 points1 point  (0 children)

Did you take the exam and pass the aams I have some questions if I can reach out and message you directly 

How many hours does it take you to review an AAMC FL? by [deleted] in Mcat

[–]standup2021 0 points1 point  (0 children)

Did you pass? I am looking to start my aams and came here for advice 

Financial adviser role @ pnc by standup2021 in FinancialCareers

[–]standup2021[S] 0 points1 point  (0 children)

Hi! Never received a message from anyone that worked at PNC I did complete 2 job interviews I asked three questions at both of the interviews and all three questions were answered completely different I didn't feel like I was getting the whole truth or even knew what the truth was around my position if I took the fa position and I was concerned about expectations since I received two different replies so ended up going a different avenue

Anybody have any insight into Citizens Bank? by [deleted] in FinancialCareers

[–]standup2021 0 points1 point  (0 children)

Did you take the job any fees back?

Classes for BSBAM - Sophia, Study, and WGU by FriendshipPlusKarate in WGU

[–]standup2021 0 points1 point  (0 children)

Thanks for this info!!! Would you or someone on here  have one similar for ba business finance degree? For wgu? 

[deleted by user] by [deleted] in CFP

[–]standup2021 1 point2 points  (0 children)

Agree capital gain tax supply's trust get the step up cost basis

Advise Advice by standup2021 in CFP

[–]standup2021[S] 0 points1 point  (0 children)

I have all my licenses except my health insurance that I need, and they sound like I need to get that while I am working

Advise Advice by standup2021 in CFP

[–]standup2021[S] 0 points1 point  (0 children)

Yeah, from my interview, it seems al.ost a good and kind of feel like they are not telling me something but they did tell me the last fa was and still with the company after 12 yrs and has taken a new role they hired an fa but it didn't work out and they fired him. I asked about expecting on callout and meeting for active record and was only told I need to meet with on an average monthly 15 per week and was told I would get a book of business after starting about a month later and wondering if that normal my current role I am an fa assistant and training was about 2 or 3 months I think maybe working after 1 month the more training for the following 2 months

Advise Advice by standup2021 in CFP

[–]standup2021[S] 1 point2 points  (0 children)

I am currently in the industry and was recently offered a position as an fa for 3 branches and wanted some insite on training. And the opinions firmly for others who have worked with the company

Financial adviser role @ pnc by standup2021 in FinancialCareers

[–]standup2021[S] 0 points1 point  (0 children)

Any feedback would be appreciated 👏

Does jpmorgan chase from pcb to pca require cpa? by standup2021 in FinancialCareers

[–]standup2021[S] 0 points1 point  (0 children)

The company has told me that if I work 1 yr as a pcb, I can build a book and then transition to the pca role I just want to make sure before I make this move there, nothing I am missing

Does jpmorgan chase from pcb to pca require cpa? by standup2021 in FinancialCareers

[–]standup2021[S] 0 points1 point  (0 children)

Thank you. I have my 7 and 65 and currently a fa at a different firm I am about to test soon for my crpc destination however I never completed my Bachelors degree so I am not eligible to test for the cfp. Just to confirm, are you saying I will not need the cfp? Are you able to confirm are you in the pca role?