Ask Me Anything: Merrill Lynch Financial Advisor / Fixed Income Wholesaler / Futures Trader
I spent time at Merrill as an FA and transitioned into Fixed Income wholesaling. I've also traded futures on my own. Ask me anything, I'd like to help out.
I spent time at Merrill as an FA and transitioned into Fixed Income wholesaling. I've also traded futures on my own. Ask me anything, I'd like to help out.
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July 2026 Investment Banking
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Region?
How long were you at Merrill before you transitioned over to being a wholesaler? Did you become an internal first or did you go directly into the field?
can you elaborate on the role as a FI wholesaler??
Could you describe your overall experience as an FA?
What does your schedule look like on a daily basis?
What are some key personality traits that an FA must possess to thrive in such environment?
How are your hours on a typical week?
Have you witnessed or do you feel it is possible for an Ops guy to break into PWM?
Would appreciate your response. Thanks in advance.
Wow....good job doing nothing op
Lmao. On the plus side no one actually cared.
"Hey guys, i work in sales and sometimes trade futures for fun. Ask me anything"
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