NF Wealth Management
Timing
10 am - 2 pm
Planned Activity
- Financial Advisor’s assistants average day (phones, forms, trades, etc.)
- Financial Advisor’s average day (preparing for reviews, presenting reviews, research, etc.)
- Branch Manager’s average day (compliance review)
- Market update (or a relevant issue) conference call
Lunch Option
Lunch will be provided
Company Bio
NF Wealth Management (NFWM) is a financial planning and wealth management team of experienced and highly qualified independent financial advisors. The firm is dedicated to helping individuals and businesses manage their assets with proper risk management.