This would be a big Wall Street employer. They advertise on TV throughout the day .. We don't think the broker was to get this lady. The broker probably thought had been holding doing an excellent job, since they had been trained from your brokerage office. But the brokerage firm - shame on them! They knew and understood what happening. They made money at least twice. They made money underwriting (selling) the stock, creating the preferred stock offering for organizations. Then they made money again once they sold the stock to this 86 year old lady. Installed their firm's interests prior their consumerrrrs. And now she is making payment on the price.

You can start by avoiding these mistakes: being transaction-centered rather than client-centered