My bank shop went completely sideways. I gave my scenario (I need a higher interest rate than a CD) and expected the banker to have me meet with an onsite broker to speak with me about investment products. The deposit accounts were offering higher interest rates. I couldn't exactly get out of that conversation.
I did the report and submitted it. I let Ellen know what happened. She actually looked at the banker's card, and told me that he was licensed to discuss investment products and told me the shop was fine as is.
Kudos Ellen!
"I told myself to quit you; but I don't listen to drunks." -Chris Stapleton