Ms. Arlet
Fishin' Fisher
OC Shenanigans
Equipo Dos Superlative
Arrrrrr MDs
100

This trip is why Arlet will be OOO next week

What is a Recruiting Trip?

100

Our current CEO of Fisher Investments

Who is Damian Ornani?

100

This blunder is the Quickest way to NIGO a document.

What is putting the phone number as the SSN?

100

Our team member with the best hair 

Who is Anthony?

100

This is the age when an RMD has to be satisfied

What is 73 years old?

200

This city is Arlet's hometown

What is Miami?

200

This even number is the number of FL OC TL's

What is eight?

200

The differentiator that separates a PPA and Research Request

What is a cash flow analysis?

200

The boojie member of our team who is always Best Dressed

Who is Jakobe?

200

This is the most ideal time to satisfy an RMD

What is During a rollover call?

300

This phrase is Arlet's favorite one-liner

What is "You guys are paying for my Botox?"

300

There's a new AVP in town

Who is Cole Cameron?

300

Love it or hate it, the four components of Cost Basis are:

What are:

Symbol/CUSIP

Original Purchase Date

Total Number of Shares Purchased

Total Cost

300

This member of the team is the most likely to submit a Doc Check task at 4:00 PM 

Who is Morgan?

300

This date is when we must begin RMD tracking

When is September 27th?
400

This Winter date is Arlet's birthday

When is December 15th?

400

Our founder is also a renowned Auther. Name at least three Ken Fishers books.

What is 

1. Ten Road to Riches

2. Debunkery

3. How to smell a rat

4. 100 Minds that made the Market

5. The Wall Street Waltz

6. Super Stocks

7. The only 3 Questions that Count

400

The two separate two-character codes are used to prefill Non-Discretionary accounts at UBS North Carolina and California

California: MI-

North Carolina: 3I-

400

This team member is likely to give Arlet a heart attack

Who is Anthony?

400

Our most dapper team member who is now POC for RMDs

Who is Jakobe?

500

This stop-motion animated film inspired Arlet's 2023 Halloween Costume

What is Nightmare Before Christmas?

500

This even number is the estimated number of People in the Tampa office(s)

What is Eight Hundred and Fifty (850)

500

The three things needed for clearance of ERISA deal

What are PVQs, FPD, and CAT approval?

500

This member is the most likely to be on Boeing's watch list

Who is Phil and his detailed market updates?

500

This is the postpone month if client turns 73 and pushes RMD until the following year

When is April?