Hi I am Louis. I am a Remisier and Financial Advisor. Today I would like to share with you my journey and welcome you into a typical day in my life.
I took a leap of faith by leaving my stable corporate career in April 2015. (You can read about why I made that decision here.) Due to the unique nature of my license, I am able to provide advice and execution of trades for a wide range of financial instruments. They range from insurance, bonds, ETF, stocks and many more.
My job requires me to meet with many retail investors and to scrutinise their portfolio. Of course, client information is always confidential and I will not be disclosing their information here. What I am going to share is the overall performance and general sentiment.
As a dual licence holder, I need to be a multitasker. For a start, I need to stay …