ATS
Transfer for QUEST TRUST COMPANY will now need to reflect what in the name for section 2
Inspira Financial
Trust is everything. ___ ___ ___. Lost in an instant.
Earned over time.
Formerly Team Holcomb
Team Mcknight
a company that owns or manages big real estate properties that make money, e.g. malls, offices, apartments, hotels, and warehouses and allows you to make an investment in real estate through them.
Real Estate Investment Trusts (REITs)
When in doubt about who handles certain paperwork route to
doc control
___ ___. More than ever. And in our industry more than most.
Price matters.
Formerly Team Church
Team Morales
basically a savings account with a guaranteed fixed interest rate.
Certificate of Deposit (CDs)
if the original documents are located in Omaha or Irving, they need to be sent to _____ for processing.
Orlando
Clients deserve _____ experiences. Every time.
efficient
What time does the snack spot open up?
1:30 monday - Friday
There is a lot of pessimism about the economy and less confidence in the market.
Bear market
contacts for 529 ITEMS?
Riley perez & Thomas primero & Maria murga
Every ______ __ ____ ___ is critical to our future growth. No matter how large or small.
prospective or existing client
If you dont feel like calling out, she will surely be glad to help
Amy (LOL)
There is general optimism about the economy and business. Overall the stock market is on a rising trend with this market
Bull market
_____ matter more than words. Clients, press, influencers and employees will give credit to what we do vs. what we say.
Actions
a pool of funds from a group of investors set up for the purpose of buying securities like stock, bonds, etc.
typically managed by a fund manager or a money manager associated with a brokerage firm.
Mutual Fund