Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, occupies Wall Street in a different way. Mr. Efros sits down with a FINRA-licensed Wall Street Stock Broker to discuss the training and qualifications necessary to be a licensed broker, as well as the sales tactics and business models currently being used in the highly lucrative brokerage industry.
This broker, who is referred to as "John" for purposes of anonymity, provides valuable insights seldom spoken outside the doors of today's prominent brokerage firms.
***PLEASE NOTE: DUE TO FEEDBACK REGARDING AUDIO QUALITY, CLOSED CAPTIONS HAVE BEEN ADDED TO DISPLAY THE INTERVIEW AS TEXT WHILE THE VIDEO PLAYS. TO ENABLE CLOSED CAPTIONS, CLICK ON THE "CC" BUTTON IN THE LOWER RIGHT-HAND PORTION OF THE VIDEO PLAYER. IN ADDITION, PRESSING "B" ON YOUR KEYBOARD WILL ENABLE A BLACK BACKGROUND WHICH WILL MAKE READING THE TEXT MUCH EASIER. THESE CLOSED CAPTIONS HAVE BEEN TESTED TO WORK WITH INTERNET EXPLORER.***
Special thanks to "John" for his participation in this interview. Please note that "John" was NOT compensated in any way for taking part in this project.
The full unedited interview is available at: www.youtube.com/AthelonWealth.
Have additional questions for "John"? Would you like to see a video on a particular topic? If so, submit your questions and comments to support@athelonwealth.com! We will create new videos based on your requests and feedback.
Athelon Wealth Management is an Independent Fee-Only Registered Investment Adviser based in Staten Island, New York. We offer comprehensive investment management services tailored to fit the needs of each individual client.
Our process involves creating highly customized portfolios to obtain the desired level of return while effectively managing risk through diversification, ongoing in-depth research, and periodic portfolio rebalancing.
At Athelon Wealth Management, we are not brokers. Unlike other firms, we never accept referral fees or commissions from sales of financial products. Since our compensation comes directly from our clients, we have the freedom to be independent of all other investment companies and to offer only the best investment options available. The result is an unwavering commitment to our clients without conflicts of interest.
In addition, Athelon Wealth Management does not impose a minimum account size. Our belief is that sound financial advice should be available to everyone, regardless of their net worth or amount of assets under management.
For more information or a FREE consultation with an experienced and qualified Investment Adviser, call us at (347) 706-1414 or visit http://athelonwealth.com. We're here to help!
PLEASE NOTE: This video is for informational purposes only and does not constitute a complete description of our investment services nor does it represent any advice to buy or sell investments or other services. This video is in no way a solicitation or offer to sell securities or investment advisory services, except, where applicable, in states where we are registered or when an exemption or exclusion from such registration exists. Information throughout this video, whether stock quotes, charts, articles, newsletters, or any statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable but we do not warrant nor guarantee the timeliness or accuracy of this information. Nothing in this video should be interpreted to state or imply past results are an indication of future performance. Investing carries risks. Investments may lose value and there are no guarantees against loss. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED IN THIS VIDEO OR ANY "LINKED" WEB SITE.
