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June 24 2025 Firm Office Visit

Get an inside look at a successful local financial firm! Spend an hour with a firm owner to learn about building a career in financial services. Discover business and compensation models across firms, and explore key questions: What roles exist in RIAs or B/Ds? Do you need broker/dealer affiliation? What challenges come with joining an ensemble firm or starting your own? What’s it like working solo or in a branch?

This event is perfect for newcomers—recent grads or career changers—to network and gain insights. Bring your questions and follow up with the host to learn more!

Traveka Wealth
175 S. San Antonio Road, Suite 101, Los Altos, CA 94022
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Jun 24, 2025 02:00pm PT - Jun 24, 2025 03:00pm PT

$10.00

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