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Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm With Melissa Joy

Financial Advisor Success

CHAPTER

How My Investment Research Role Developed Over Time

"I got licensed in 2003. So there's like five years where I was starting to do investment research, but it wasn't trading," he says. "And so, um, over time, that evolved ... into being kind of an investment assistant to the partner that had the largest asset stand voice"

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