Solid Finances Tips for Researching an Investment Advisor
- Tuesday, October 9, 2012 from 12:05pm to 12:55pm
- Strand Union Building, Ballroom B - view map
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.
- Human Resources