General Information Flashcards

1
Q

What is your Financial Advisor Number?

A

357 596

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2
Q

What is your user name?

A

P20 71 51

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3
Q

What is your employee ID?

A

020 71 51

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4
Q

What is your branch number?

A

088 58

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5
Q

Who is your Field Trainer?

A

Gary Thramer

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6
Q

Who is the performance leader for region 3?

A

Jeffery C. Pleet

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7
Q

Who is region 3’s Field Supervision Director?

A
  • Primary: Pooneh “Poo-nay” Warinner
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8
Q

Who were the two visiting veterans from Know Your Client (KYC)?

A
  • Primary: Jeff Grambo (Emerging Producers)
  • Alternate: Josh Crawford (New/New)
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9
Q

How is Edward Jones Registered?

A

EJ is registered as

both a Broker & Investment Advisor

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