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Somewhere,#2Consumer Comment
Fri, March 13, 2009
I am currently unemployed and posted a resume on all the major job sites. I was contacted by someone from Trident and they identified themselves as recruiters in Minnesota and asked if I was interested in utilizing their help in finding a new job. Of course, I agreed, and was then referred to Eric Nordquist who discussed my resume and told me he would be acting as my recruiter and would provide me a few jobs leads every week. He asked me about my 401K and told me they also had a service to provide financial advice to people in a similar situation as mine. He was upfront enough to tell me they receive their compensation from employers and also from the financial services; he then made an appointment for a financial advisor to meet me at home and just asked that I have an open mind regarding the incvestment opportunities. I did receive a couple job leads from Eric in the next week, but one I had already applied to, the other was not very close to my field, and they were pulled from Monster, Career Builder etc. I was met at home the next week by Brad White, the financial advisor, and he discussed my 401K,the recent drop in value and how he could offer a great option of a Fixed Index Annuity that would be good for my situation. On first impression, Brad seemed like a prettty decent person, and I told him it sounded like a good plan, but I wanted to do my own research and I would let him know. Not surprisingly,I kept hearing from Brad every week asking me when I was ready to invest and how the stock market was going to continue to decline, but heard nothing from Eric concerning a job. Finally after a month, I expressed my frustration to Brad that he seemed to be able to call me every week, but that I was disappointed with Eric's lack of job leads. Naturally, 15 minutes after hanging up with Brad, my phone rings and Eric apolgizes and acts surprised since he had "Sent an e mail last week; can't believe I didn't get it, but will resend" etc. Not only did he lie about sending it the first time, that new e mail had no job leads I hadn't already seen myself. That was seven weeks ago, and I have not heard back from him since. Brad White however has continued to call me every week or two to ask me when I was going to make up my mind, emphasizing how much the stock market had declined further, and how his annuity was such a great option for me. I am not a real savvy investor and stalled for awhile because I wanted to investigate annuities a little more, but he kept calling. I finally decided that I was not prepared to make any changes right now and told him I would let him know if I changed my mind. None the less, he still manages to call me every couple weeks or so. Even before I read this report, I had decided the whole thing started to sound like they were trying to take advantage of unemployed people and that I would not be investing with Trident.
Withheld
Somewhere,#3Consumer Comment
Fri, March 13, 2009
I am currently unemployed and posted a resume on all the major job sites. I was contacted by someone from Trident and they identified themselves as recruiters in Minnesota and asked if I was interested in utilizing their help in finding a new job. Of course, I agreed, and was then referred to Eric Nordquist who discussed my resume and told me he would be acting as my recruiter and would provide me a few jobs leads every week. He asked me about my 401K and told me they also had a service to provide financial advice to people in a similar situation as mine. He was upfront enough to tell me they receive their compensation from employers and also from the financial services; he then made an appointment for a financial advisor to meet me at home and just asked that I have an open mind regarding the incvestment opportunities. I did receive a couple job leads from Eric in the next week, but one I had already applied to, the other was not very close to my field, and they were pulled from Monster, Career Builder etc. I was met at home the next week by Brad White, the financial advisor, and he discussed my 401K,the recent drop in value and how he could offer a great option of a Fixed Index Annuity that would be good for my situation. On first impression, Brad seemed like a prettty decent person, and I told him it sounded like a good plan, but I wanted to do my own research and I would let him know. Not surprisingly,I kept hearing from Brad every week asking me when I was ready to invest and how the stock market was going to continue to decline, but heard nothing from Eric concerning a job. Finally after a month, I expressed my frustration to Brad that he seemed to be able to call me every week, but that I was disappointed with Eric's lack of job leads. Naturally, 15 minutes after hanging up with Brad, my phone rings and Eric apolgizes and acts surprised since he had "Sent an e mail last week; can't believe I didn't get it, but will resend" etc. Not only did he lie about sending it the first time, that new e mail had no job leads I hadn't already seen myself. That was seven weeks ago, and I have not heard back from him since. Brad White however has continued to call me every week or two to ask me when I was going to make up my mind, emphasizing how much the stock market had declined further, and how his annuity was such a great option for me. I am not a real savvy investor and stalled for awhile because I wanted to investigate annuities a little more, but he kept calling. I finally decided that I was not prepared to make any changes right now and told him I would let him know if I changed my mind. None the less, he still manages to call me every couple weeks or so. Even before I read this report, I had decided the whole thing started to sound like they were trying to take advantage of unemployed people and that I would not be investing with Trident.
Withheld
Somewhere,#4Consumer Comment
Fri, March 13, 2009
I am currently unemployed and posted a resume on all the major job sites. I was contacted by someone from Trident and they identified themselves as recruiters in Minnesota and asked if I was interested in utilizing their help in finding a new job. Of course, I agreed, and was then referred to Eric Nordquist who discussed my resume and told me he would be acting as my recruiter and would provide me a few jobs leads every week. He asked me about my 401K and told me they also had a service to provide financial advice to people in a similar situation as mine. He was upfront enough to tell me they receive their compensation from employers and also from the financial services; he then made an appointment for a financial advisor to meet me at home and just asked that I have an open mind regarding the incvestment opportunities. I did receive a couple job leads from Eric in the next week, but one I had already applied to, the other was not very close to my field, and they were pulled from Monster, Career Builder etc. I was met at home the next week by Brad White, the financial advisor, and he discussed my 401K,the recent drop in value and how he could offer a great option of a Fixed Index Annuity that would be good for my situation. On first impression, Brad seemed like a prettty decent person, and I told him it sounded like a good plan, but I wanted to do my own research and I would let him know. Not surprisingly,I kept hearing from Brad every week asking me when I was ready to invest and how the stock market was going to continue to decline, but heard nothing from Eric concerning a job. Finally after a month, I expressed my frustration to Brad that he seemed to be able to call me every week, but that I was disappointed with Eric's lack of job leads. Naturally, 15 minutes after hanging up with Brad, my phone rings and Eric apolgizes and acts surprised since he had "Sent an e mail last week; can't believe I didn't get it, but will resend" etc. Not only did he lie about sending it the first time, that new e mail had no job leads I hadn't already seen myself. That was seven weeks ago, and I have not heard back from him since. Brad White however has continued to call me every week or two to ask me when I was going to make up my mind, emphasizing how much the stock market had declined further, and how his annuity was such a great option for me. I am not a real savvy investor and stalled for awhile because I wanted to investigate annuities a little more, but he kept calling. I finally decided that I was not prepared to make any changes right now and told him I would let him know if I changed my mind. None the less, he still manages to call me every couple weeks or so. Even before I read this report, I had decided the whole thing started to sound like they were trying to take advantage of unemployed people and that I would not be investing with Trident.