How Two Advisors Left the Wire House to go Independent as Their OSJ went RIA
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How Two Advisors Left the Wire House to go Independent as Their OSJ went RIA
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In this episode of For Advisors By Advisors, host Evan J. Mayer sits down with Oscar Castellanos and Melvin Perez, who joined the Fortuna Wealth family in April, for an unfiltered conversation about a career where almost every firm change was somebody else's decision, the FDIC knocking on the door the week their bank went under, why leaving the employee side was taboo inside the branch, and why the answer was always Raymond James.
Oscar Castellanos and Melvin Perez's participation in the For Advisors By Advisors podcast is independent of their activity as financial advisors with Raymond James.
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