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Capstone Partners Financial and Insurance Services

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Investment Licensing Support - Recensione dipendente - Financial Advisor presso Capstone Partners Financial and Insurance Services

5,0
28 feb 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The company has started a new program to pay for all study materials for insurance and investment licensing. There is a generous bonus paid for new advisors who obtain the S7/S66 licenses while at the firm.

Svantaggi

Studying for licenses and earning new business at the same time is challenging but feels good to accomplish once it's done.

Esplora altre recensioni su Capstone Partners Financial and Insurance Services

5,0
18 dic 2024
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

very organized and focused organization.

Svantaggi

not very flexible in some ways

1,0
24 mar 2026
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

If you already have a nest egg you might be able to make this work

Svantaggi

Run away. If you are starting your career and have no money and they claim they'll support you as you get your practice off the ground they are lying to you. Don't destroy your financial situation. This place is full of con artists. Run away as fast as you can. I'm not even sure this is a legal operation as they require you to come in for meetings or they'll let you go. Yet they don't pay you.

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