Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, occupies Wall Street in a different way. Mr. Efros sits down with a FINRA-licensed Wall Street Stock Broker to discuss the training and qualifications necessary to be a licensed broker, as well as the sales tactics and business models currently being used in the highly lucrative brokerage industry.
This broker, who is referred to as “John” for purposes of anonymity, provides valuable insights seldom spoken outside the doors of today’s prominent brokerage firms.
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