“The best way to ensure the firm’s long-term success is to focus primarily on our clients’ needs.”
– Bob James
From the beginning, Raymond James put clients first because it was the right thing to do. Our "about us" is really about you. We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: You.
Unfortunately, we lack Bombshell Blondes Banking's acronym prowess, but we're still happy to provide thread-readers with this, the Temporary Mutual Fund Order Tracker.
https://docs.google.com/spreadsheets/d/1STk0eb6iBMCiRoMdjbbesA39SJbzvyA-b0NwbwG0bdQ/edit?usp=sharingFeel free to use it to track your upcoming Mutual Fund Share purchases and avoid financial ruin! Just copy the sheet, blank out the order column
put a 0 in E3 and drag it down and get to work! You've only got thirty minutes...
