jk2
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 3
		
	
				
		
	
		
			
    
	
		
		
		05-13-2025
	
		
		08:50 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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I contacted the current financial advisor (prior retired) and he flat admitted he did not understand the investment. He contacted people higher up, and they told him client needs to speak to his CPA.
Sell, Sell, Sell....then pass the buck.