Explore This Path

Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
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Guide clients to financial success with tailored investment and tax strategies.
Facilitate stock transactions and maintain accurate records for brokerage firms.
Interview applicants and verify details to facilitate loan approvals.
Assist customers with inquiries, orders, and complaints to ensure satisfaction.
Connect clients with services, resolving issues and providing tailored solutions.
Guide clients in buying and selling securities for optimal financial outcomes.
altPath® is a product of non-profit Areté Rising®, an initiative from the Leonetti/O'Connell Family Foundation.
EIN: 20-3889415