I’m looking for a remote (or online) financial advisor?
Dr.Chapa asked: After checking many Financial Advisor search websites, I have determined that there are no good financial advisors in my area, so, I am looking for a remote (online) financial advisor that is licensed to practice in California.
Most financial planners I have called, either: (1) do not return my phone calls. (2) do [...]
What else besides the series 65 and 66 would I need to be a financial advisor?
Ilooklikemyavatar..exactly asked: I’m talking about bare basic neccessities for taking a fee for advising legally. I’m talking about legality and not any particular business plan..
Where do I start with learning about investing and retirement planning?
missp asked: I have been an assitant to a financial advisor for 6 months and I am not satisfied with just knowing how to fill out forms and where to send them. I would like to know the meaning behind most of the financial world’s jargon (ETF’s, IRA’s, SIMPLE Plan, etc.) and also how to [...]
What are the Pros & Cons and which is the best to work for?
G LEd asked: I’m getting job offers from Transamerica, Mutual of Omaha, Ameriprise, and Cornerstone America (HealthMarket). The Job position is Sales Rep/Financial Advisor.
I’m new to the insurance (Life/Health/ect.) and financial planning industry so I need some insider information about these companies.