Name that ticker
Schwab S&P 500 Index Mutual Fund
$SWPPX
This Legacy screen in Bluezone is used for placing orders for listed and OTC equities.
NUMB
This Founding Father gave advice to a Young Tradesman and said.. "Time is Money"
Benjamin Franklin
The process of dividing investments among different asset classes (like stocks, bonds, and cash) to manage risk and potential returns.
Asset Allocation
In this 2001 film, A gangster rounds up a gang of associates to stage a sophisticated and elaborate casino heist which involves robbing three Las Vegas casinos simultaneously.
Ocean's Eleven
Walmart, Target, & Dollar Tree
$WMT, $TGT, & DLTR
This BlueZone screen shows YTD or MTD dividend information
DIVT
This billionaire investor is known for this quote.. "Price is what you pay; Value is what you get."
Warren Buffett
FINRA stands for...
The Financial Industry Regulatory Authority
In this 2003 remake, after a heist in Venice goes tragically wrong, a crew of thieves vows revenge against a former ally and hatches a scheme to recover the loot in LA.
The Italian Job
GraniteShares 2x Long NVDA Daily ETF
$NVDL
This BlueZone Screen allows reps to change Dividend reinvestment for equities.
RECC > DCOR
Cash Rules Everything Around Me, C.R.E.A.M. get the money, dollar, dollar bill y'all
WU-TANG CLAN
This account is a tax-advantaged savings plan designed to encourage saving for future education costs. Named after Section *** of the Internal Revenue Code.
529 Plan
In this 2010 film, A proficient group of thieves rob a bank and hold the manager hostage. Things begin to get complicated when one of the crew members falls in love with her.
The Town
SPDR GOLD SHARES ETF
ISHARES SILVER TRUST ETF
UNITED STATES OIL ETF IV
$GLD
$SLV
$USO
This BlueZone screen allows Representatives to retrieve transaction history dating back 10 years.
LTXN
"The trick is to stop thinking of it as 'your' money."
IRS auditor
An individual or entity that meets specific financial criteria set by the Securities and Exchange Commission (SEC), allowing them to invest in securities not registered with financial authorities
Accredited Investor
A 2006 American crime thriller film directed by Spike Lee, it centers on an elaborate bank heist-turned-hostage situation on Wall Street. A detective matches wits with a thief who's always one step ahead of the cops. When a loose-cannon negotiator arrives, things spin out of control.
Inside Man
UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF - AKA - Nancy Pelosi ETF
$NANC
This BlueZone screen provides cash balance subject to interest, interest rate, interest today, & interest earned month to date..
STHS
"A man can succeed at almost anything for which he has unlimited enthusiasm."
Charles Schwab
A battle cry for users during volatility in the markets. When stocks favored by the internet began to drop, appeals to “**** *** ****” became common. Often seen in conjunction with “diamond hands” and “to the moon.”
HOLD THE LINE!
In this 1992 heist film, follows a group of eight professional thieves who are hired to pull off a diamond heist. The heist goes wrong, and the surviving criminals regroup at a warehouse to figure out which one of them is an undercover cop.
Reservoir Dogs