Any recommendations for a financial advisor familiar with Big 4 audit restrictions and independence? My guy claimed he was familiar and has screwed me over twice by making transactions with little to no confirmations, getting me in hot water. Thanks!

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Posting as :
works at
You are currently posting as works at

Just do etfs and keep it simple

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My advisor logs into independence site to check and have never had any issues.

Your firm should have approved financial firms that know how to work through independence.

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Hey 🐟🐟
Feel free to comment below details

Location
Gender

It will help in connecting ☺️

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