Fidelity Premium Services

[dessert]

Quote:

Originally Posted by rescueme Of course, we are Private Access clients (rather than Preimum). Maybe that makes a difference. https://www.fidelity.com/private-cli...vices/overview

Maybe the Houston office would offer such perks if we lived there. I've never been to the Fidelity Office or met my Representative either. I'm in Louisiana so I'm sure the tickets, dinners etc. would go to folks in the area that they know better and could actually attend etc. That makes sense to me. Maybe I'll invite him to a Saints game here and tell him to bring the tickets and his company credit card.

[mathjak107]

we went today for a meeting. very pleasent , no products were pushed on us. i found our rep to be knowledable and very nice.

no tea and krumpets though.

we will get our work up in the mail once it passes through compliance.