Personal Investments • Did My Fidelity Rep Fire Me?

The rep at the top of my page disappeared about a year ago and now just has a contact your team link.

Same. The rep was very direct with me. After I rebuffed repeated requests for meetings, he said he would drop me, to which I said "fine".

I wonder why...not knowing anything about how these offices work and their motivations, what is the harm in having a client that requires no effort?

Statistics: Posted by feh — Fri Dec 06, 2024 7:11 am — Replies 25 — Views 2727

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