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Doing business with fellow OSO'ers

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Old 10-23-2003, 12:20 PM
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Default Doing business with fellow OSO'ers

As many of you know I am a planner with Metlife securities, I primarily help people with there retirement planning and investments, I also do alot of work with small busineses impementing retirement plans and working with companies to allow there employees to purchase life insurance threw payroll deduction at a discount, this is a nice benifit to offer employees because it cost the employer nothing!
The reason I am putting this post on the board is because I thought it would be alot of fun to do some traveling and do some business with fellow OSO'ers around the country, I am currently licenced in New York and Florida and I would be willing to become licenced in any state necassary.
This is just an idea I had that would allow me to meet many of you and help many of you that may be in need of any of the services that I provide. Let me know what you think.
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Old 10-23-2003, 12:55 PM
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has some that know's the RIA rules and regs of the SEC and NASD you have to make sure that you a licensed in every state that anyone has the potential of read this post.. and i'm on your side.. just be careful that one of the members of OSO isn't one of the regulators..

and have a good day selling
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