Pros
Higher margins than various other broker/dealers in the industry. State-of-the-art technology stack. Set your own schedule. Can use almost any investment vehicle. Back Office Support was great.
Cons
Management: Is only focused on their own pockets. No real training from the direct manager. Used intimidation tactics. Acts petty half the time. Does not like questions. Assumes you don't respect them or their authority. They just want you to take their word for it on blind faith. Meetings that are held are virtually pointless. No value is really ever given. Encourages you to use "tricks" and deceptive sales practices to convince clients to buy some products over others because they have a higher commission payout. This was exacerbated during the height of the pandemic when new business dried up. Branch Manager (direct) and OSJ were an echo chamber and always sided with each other instead of actually solving issues. In General: Can't opt-out of technology you don't use. So you still have to pay for it.
