Soon after moving a sizable$profile of shares, ties, discis, mutual funds and money-market from ML to Edward Jones, my agent offered the majority of it without my informed consent. He did not answer my problem about capital gains. On April 9, I came across that I owed 54,000 in taxes with another 3,000 in estimated fees. I questioned my agent how I had been likely to purchase this. He explained a good thing to complete was to have a mortgage with Edward Jones! He also offered mutual funds in one class and purchased same resources in another course. He got me into annuities, and since I have have moved back again to Merrill Lynch, the only real revenue I've is from selling investments.
0 comments