General Information Flashcards
1
Q
What is your Financial Advisor Number?
A
357 596
2
Q
What is your user name?
A
P20 71 51
3
Q
What is your employee ID?
A
020 71 51
4
Q
What is your branch number?
A
088 58
5
Q
Who is your Field Trainer?
A
Gary Thramer
6
Q
Who is the performance leader for region 3?
A
Jeffery C. Pleet
7
Q
Who is region 3’s Field Supervision Director?
A
- Primary: Pooneh “Poo-nay” Warinner
8
Q
Who were the two visiting veterans from Know Your Client (KYC)?
A
- Primary: Jeff Grambo (Emerging Producers)
- Alternate: Josh Crawford (New/New)
9
Q
How is Edward Jones Registered?
A
EJ is registered as
both a Broker & Investment Advisor
