Strand Union Building, Ballroom B
Selecting an investment advisor is decision that can have a significant impact on your financial future. This session will teach users how to access an investment advisor's "BrokerCheck" report and how to interpret this information. Investment advisors tend to have a lot of different designations and titles after their name. This session will explain the meaning of CFP, CFA, CFA, Agent, Broker, Registered Representative and other common designations.
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