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Mutual Funds/Docs99
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-07-17 | q | 7 | 9 | 10 | 10 | No | |
| 2009-03-02 | Pablo | 10 | 10 | 10 | 10 | No | Thank you! |
| 2008-11-04 | Loretta | 8 | 10 | 10 | 10 | No | Thank you very much! |
| 2008-09-16 | Taylor | 10 | 9 | 10 | 10 | No | |
| 2008-07-07 | Mike | 10 | 10 | 10 | 10 | Yes | Thank you Docs99, for your prompt and comprehensive reply! It certainly steers me in the right direction. Best..Mike E. |
| 2008-06-02 | Ron | 10 | 10 | 10 | 10 | Yes | Thanks...appreciate your honesty! |
| 2007-09-24 | janice | 10 | 10 | 10 | 10 | Yes | very usefull reply. greatly obliged to this expert. |
| 2007-09-19 | Awhona | 10 | 10 | 10 | 10 | Yes | Thanks a lot! |
| 2007-09-19 | janice | 10 | 10 | 10 | 10 | Yes | very good reply that answered the major part of my requirement. |
| 2007-08-29 | Dave | 7 | 10 | 10 | 10 | No | |
| 2007-04-19 | Greg | 10 | 9 | 10 | 10 | No | Hi Docs, thanks for the advice. I'll bring those topics up when I talk with the FA today. Have a blessed day! |
| 2007-01-20 | JIG | 10 | 10 | 10 | 10 | Yes | |
| 2006-09-05 | john king | 9 | 9 | 10 | 10 | No | Made some good points. |
| 2006-08-14 | Becca | 8 | 8 | 10 | 10 | No | Thank you for your thoughtful replies. This is a very complex subject. |
| 2006-05-16 | William | 9 | 10 | 10 | 10 | No | Thanks so much for your response.... |
| 2006-02-23 | Michael Dowling | 10 | 10 | 10 | 10 | No | Very prompt. |
| 2005-09-11 | tom | 10 | 10 | 10 | 10 | Yes | thanks for your reply. you've been very helpful. |
| 2005-09-11 | stephanie | 10 | 10 | 10 | 10 | Yes | thanks for your reply. you've been very helpful. |
| 2004-11-20 | Marty Landman | 10 | 10 | 10 | 10 | Yes | Thanks so much for your time and advice! Cheri |
| 2004-09-27 | Dobbin | 10 | 10 | 10 | 10 | No | Thank you, Steve |
| 2004-07-28 | S. Yates | 10 | 10 | 10 | 10 | No | |
| 2004-07-05 | Pam | 10 | 10 | 10 | 10 | Yes | |
| 2004-01-15 | Pam | 10 | 10 | 10 | 10 | Yes | Thanks Doc99 for your reply! I mainly want the training to learn how to invest in the stockmarket and manage my own portfolio...and possibly others later, if I do well in mine. Best regards. Mike Eidson |
| 2003-11-04 | sue | 10 | 10 | 10 | 10 | No | thank you |
| 2003-10-18 | sue | 10 | 10 | 10 | 10 | No | Can't fault your answer, even though, it, obviously, offered no assistance. |
| 2003-09-02 | Fredrick | 10 | 10 | 10 | 10 | No | thank you Doc99! |
| 2003-06-15 | sylvia carroll | 10 | 10 | 10 | 10 | No | thank you for your reply. |
| 2003-06-08 | kevin mahoney | 10 | 10 | 10 | 10 | Yes | Docs99, Thank you very much. You have been very helpful. I wish i had read the prospectus more carefully like you suggested. |
| 2003-06-08 | Kevin Mahoney | 10 | 10 | 10 | 10 | Yes | Docs99, Thank you very much. You have been very helpful. I wish i had read the prospectus more carefully like you suggested. |
| 2003-04-24 | roger topalian | 10 | 10 | 10 | 10 | No | thank you. you have been helpful. |
Answers by Expert:
Docs99
Expertise
any related to the field. plus investments on mutual funds and variable products.
Experience
almost 20 years in financial services
Education/Credentials
MPA from Harvard University
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