keystoneky.com
Awful People
I was introduced to Keystone Financial Group through FINRA’s FIND program. From the start, I was transparent that I am currently enrolled in school. During my intake interview, I explained my career background and past employment history, and I was told I was “a perfect fit” for Prudential’s Advisors Program.
I successfully completed their background check and credit history review. I had already passed the SIE exam and was preparing to take my Life, Accident, and Health exam the following week. Throughout this process, I never missed a meeting, attended all trainings, and stayed fully engaged with the program.
Despite this, I was later told in a general conversation that I was “no longer a good fit” because of my school enrollment, even though I had stated multiple times that I was able to commit to the required 40 hours per week. At no point did my education interfere with my responsibilities, and I made it clear I could meet all program expectations.
What is most disappointing is the way this situation was handled. I had already invested significant time and effort and was close to completing my licensing. To have my opportunity in Prudential’s Advisors Program ended solely because I am pursuing my education feels unfair and discouraging. Additionally, I found my interaction with David Trafican to be unprofessional. He spoke to me in a condescending manner regarding my schooling, which I felt was unnecessary and inappropriate.
At the end of the day, I even have more education than he does, which makes the way I was treated feel even more unprofessional and unjustified.
