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 stock 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. Special thanks to “John” for his participation in this interview. Please note that “John” was NOT compensated in any way for taking part in this project. The full unedited interview is available at: www.youtube.com/AthelonWealth. Have additional questions for “John”? Would you like to see a video on a particular topic? If so, submit your questions and comments to support@athelonwealth.com! We will create new videos based on your requests and feedback. Athelon Wealth Management is an Independent Fee-Only Registered Investment Adviser based in Staten Island, New York. We offer comprehensive investment management services tailored to fit the needs of each individual client. Our process involves creating highly customized portfolios to obtain the desired level of return while effectively managing risk through diversification, ongoing in-depth research, and periodic portfolio rebalancing. At Athelon Wealth Management, we are not brokers …
Occupy Wall Street: A Wall Street Stock Broker Speaks Out — TRAILER
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