Respuesta :
The 5 principles Ron Blue suggests that you follow to choose a successful financial advisor
- Knowing how the advisor is compensated
- Knowing the advisor's professional competencies
- Do they practice what they preach
- Will they give you character or client references
- Know the advisor's worldview
Who is a Financial Advisor?
- A professional who offers financial services to clients depending on their financial circumstances is known as a financial adviser or advisor.
- Financial advisors must undergo particular training and register with a regulating agency in several nations in order to provide advice. A financial adviser must pass the Series 7 and Series 66 or Series 65 qualifying exams in order to practice in the United States.
- Qualification designations and compliance concerns must be recorded for public view, according to the U.S. Financial Industry Regulatory Authority (FINRA).
- Brokers, investment advisers, private bankers, accountants, attorneys, insurance agents, and financial planners are among the professions listed by FINRA as being permitted to use the phrase "financial advisor."
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