
Birdie M.
2/19/2021
Are you looking to "buy, sell, or hold"? Interested in cryptocurrency? How about retirement planning? Maybe a dedicated advisor to help manage a (minimum) $250,000+ investment? If so,...
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Are you looking to "buy, sell, or hold"? Interested in cryptocurrency? How about retirement planning? Maybe a dedicated advisor to help manage a (minimum) $250,000+ investment? If so,...
This review is in regards to Alex Waddell and Hon Lo. I used the online fidelity tool that helps you find and book an advisor. After inputting basic information about my net worth (which...
Poor customer communication and not responsive in a timely manner. Even a slow response to potential fraud. Very automated without a personal touch.