F.I.R.E User
Thinks s/he gets paid by the post
WADR, how does that make any difference? It was not EJ. It was a regional broker based in NJ that specialized in muni bonds. They cold called me with a pretty good new offering muni for my home state. At the time I was just starting to do research on munis so their timing was impeccable (aka lucky). I had probably given them my contact info at some point. I was assigned a specific rep but he just seemed like a junior trainee in a boiler room operation. When they had bonds to push they called me up but didn’t even bother to leave a message if I I didn’t pick up. The kid lacked basic sales training and they never had any bonds nearly as good as that first purchase. It was like a one trick pony (muni bonds) although they claimed to be going full service. Trying to get a beneficiary designated was like pulling teeth. I could sense his contempt for Fido over the phone. I left after two years. The xfer fee was $200 on a $25k account.
Do you really already have a Fido account? You should call them and get to know their website. Unless you are a troll.
Fidelity account since 2007 with my employer and also have ESPP in it.