O processo levou 3 semanas. Fiz uma entrevista na empresa Optima Partners (NY).
Entrevista
It was a straight forward, a lot of technical questions on all aspects of the financial compliance industry. Met with two peers and two partners as part of the process.
Perguntas de entrevista [1]
Pergunta 1
Knowledge of the new marketing rule, regulatory filings and registering a new RIA.