Posted On: Monday, December 14th, 2009 at 10:52 pm
December 6, 2009 Wall Street Journal article on ‘Questions for a Financial Planner’ states as a consumer you MUST request a thorough background check on your financial advisor.
Tags: adviser, advisor, agent, broker, brokercheck, certified, CFP, check, Financial, FINR, insurance, planner
Categories: MY DRAMA