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When I read the complains, I wonder if people are not happy with the life insurance or annuity policies or with WFG company itself. If the complains are because of WFG, the way they market the products, then, can anyone recommend a better broker dealer that they have a good experience with? If the complains are because of policies, permanent life insurance or annuity, can anyone tell me if all... Read more

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Some advisors change firms frequently. Just when you are getting comfortable with one place, the advisor moves to another firm and tells you why that move was best. In reality, the move is best for the advisor and not necessarily best for the customer. You have conflicts at every financial firm in the industry, it is an inherent part of the financial industry. There is nothing wrong with Edward... Read more

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I signed up to a Devere scheme where I pay GBP300 per month into a Generalli fund which they then advise me on. Their commission is the first 2 years payments and during these first 2 years they keep in touch and give you loads of "advice" about which funds are best for your investments which I think they work out by sticking a pin in a list. After 2 years, their fee is safe and you get the... Read more

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We pride ourselves on offering the very best training and support in the business. We promote from within meaning that dedicated people get the chance to reach the very top. Unfortunately in our business, you won’t progress very far if you just let it be, you may even have to work a hard day’s night, but the rewards and opportunities are endless. Read more

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Vanguard has improperly locked me out of my account. They failed to process a sell transaction on 9/11/14. They are holding my account hostage and have refused to provide me with access to my funds. My user name was locked by Celeste Rodgers of Vanguard. I am unable to obtain my account information. This company has failed to process my sell transaction for close to a week now. Back on... Read more

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I don't know why, but I woke up this morning and tried to buy some Yahoo shares before the Alibaba IPO and got this message: "Your account has been restricted to placing closing orders only." So I called them and asked what's going on and they said that they are going to close my account and didn't give any explanation of specific reason why. That's right, my account was FROZEN right in the... Read more

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I've been having the same problem. I've been with Sharebuilder for more than 10 years, and it seems that each time they get purchased by another company, their service goes down. Years ago, before Capital One bought them, I could make a withdrawal request on Monday, and my money would be in my account by Tuesday, no later than Wednesday. Now when I make a request on Monday, I have to wait the... Read more

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DeVere do not get the memo. Back in April, their then regional manager Mark Swann promised, in writing: "As requested we have instructed our internal team to place you on our DNC (do not call) list. This should ensure your contact details which we used will never be called by our teams." Clearly Marbella-based Matthew Smith did not get the memo. He called me today (the number 040 67 55 9547... Read more

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I have been a customer for a year. Besides my initial purchase, I am purchasing gold and silver coins each month as part of an investment program. The staff has communicated with me by phone, a few times, to keep me up to date on the "Melt Value" of the metals I am investing, and offering advice on adjustments/alterations on my account that would be and are worth more to me. I am very pleased and... Read more

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Your TOTAL value does not change less the market goes up/down. If you had 1 share of Apple (AAPL) at a NAV (Value per share) of $700.00 each [$700.00 total], and Apple did a 7 for 1 split, [which Broker has no liability or control & are not responsible to notify you], (only Apple may need to inform shareholders), you would now have 7-shares at a value of $100.00 each ($700.00 total). This... Read more

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