What Credentials Should My Financial Advisor Have?
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There are over 200 designations and certifications that a financial services representative can hold, making it difficult for consumers to understand the differences between them. When did advisor credentials become so popular and why? What is the difference between a securities license and a certification? What should you be aware of when hiring a financial services rep? Anastasia explains the basics of several security licenses and a few major financial designations you may come across when looking to hire an advisor.
Anastasia and Bill also discuss the fiduciary standard and cover what you should know about fee-only vs. fee-based advisors.
If you have any questions or comments, please email us at\\xa0askcreatingwealth@taberasset.com
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