August 7, 2017
When it comes to managing your investments, navigating through the sea of various financial professionals can be overwhelming. There are financial advisors, wealth managers, stockbrokers, etc. Each of these could be fee-only, fee-based, or commission-only. Then you get into the licenses—Series 7, Series 24, Series 6, Series 66, and Series 63. After all that, you’ll see designations like CHFC, CFP®, CPA, CFA. I think you get the point. With all the options out there, choosing a financial advisor can be overwhelming.