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.
The cost of this event is: Free
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