Financial Advisors - The Primer
Introduction to the Primer
A brief history gives you the context to understand the world of financial advisors today. It looks long, but don't worry it reads quickly.
The details on the regulations and requirements your Financial Advisor operates under. Let's you know what all that "Series 7, Series 66" stuff is about.
Because the minimum requirements for Financial Advisors are so low, option certifications enable a Financial Advisor to show he or she is above the minimums. Find out how to translate that alphabet soup on the business card.
Find about about the various titles and companies out there. Find out why most of it doesn't matter.
Find out about the difference between a financial advisor and a financial planner.