FIF has scheduled a joint call for the CAT Transaction Reporting and CAT CAIS Working Groups for Tuesday June 10 at 3 pm ET. The Working Groups will review a draft letter to the CAT Plan Participants and FINRA CAT to request postponement of planned changes to the CAT compliance rate calculation pending a determination by the SEC in response to the rule filing by the CAT Plan Participants relating to the removal of PII from CAT.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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