Date: Sun, 15 Aug 2004 16:20:57 CST
Subject: Re: Question...
From: "John A. Weeks III" 
Newsgroups: misc.invest.financial-plan
	iQBVAwUAQR/Tufl/I4+O31e5AQGnjgIAiec7xGtqeHDnPls7FaTTH+1xQ5eExKIh
	SRv0EPtE98OzcZW4kEmKgvVKQ8kiHbO0tzc46Y2r66KyuZuQaWqLQQ==
	=nONh

In article
<0943009b406ed84b67b7835b8a280940@localhost.talkaboutinvestments.com>,
Valueinv  wrote:

> Say I have a large portfolio of stocks, bonds, mutual funds etc. at
> Fidelity. I then finish school and decide to be a Financial Planner at one
> of the following: Raymond-James, UBS or AG Edwards. Am I required to
> transfer everything over to the company I work for? I am not sure I can
> part with Fidelity lol... I have been spoiled by them, Fidelity is just
> awsome with the overall website format, ease of use, choice of funds,
> research tools and of course the active trader software.

No, you are not required to move your account.  But why wouldn't
you?  You get the commissions from your trades, you get your own
12b1 fees, and it counts towards you quotas.

And why not go to work for Fidelity?  How could you consider
working at a company and going out in public trying to sell a
product if you didn't think it was the best product on the market?
Are you sure that you have the right kind of ethics to be handling
other people's money?

-john-

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John A. Weeks III            952-432-2708         john@johnweeks.com
Newave Communications                       http://www.johnweeks.com
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