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Securities/Commodities Sales Agent

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AVG. SALARY

$63,760

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EDUCATION

Bachelor's degree

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JOB OUTLOOK

Stable

Real-Life Activities

Real-Life Decision Making -- Solution

You decide not to take on this woman as a client.

This is the real-life decision that Brian Paragamian made in similar situations when he was a stockbroker.

"I'd have a conversation with them and get a good feel for them, and kind of lay down some [guidelines]," says Paragamian. "[I would say,] 'This is how I do business, if this is something that fits into how you want your money managed, fine, but if you're going to be one of these people that's going to look over my shoulder and question every little thing and I've basically got to hold your hand with everything, then it's not going to work for us.'"

There are certainly drawbacks to making this decision, most notably the loss of commissions. But sometimes it has to be done.


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OCAP believes that financial literacy and understanding the financial aid process are critical aspects of college planning and student success. OCAP staff who work with students, parents, educators and community partners in the areas of personal finance education, state and federal financial aid, and student loan management do not provide financial, investment, legal, and/or tax advice. This website and all information provided is for general educational purposes only, and is not intended to be construed as financial, investment, legal, and/or tax advice.