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Understands goals and financial situations

9.8

Gives tailored investment advice

9.7

Prepared for conversation

9.8

Professionalism

9.9

Offers full range of services

8.9

Overall recommendation

9.8

97

Score

Number of reviews: 9
Distribution:

Reviews on Wesley Kotys

Missing

Current Client

August 28, 2017

91

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

9.0

Offers full range of services

10.0

Overall recommendation

9.0

Missing

Current Client

August 28, 2017

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

August 26, 2017

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

August 22, 2017

98

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

August 20, 2017

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

August 19, 2017

85

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

0.0

Overall recommendation

9.0

Missing

Current Client

August 18, 2017

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

August 18, 2017

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

August 17, 2017

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

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