what’s the deal with financial firms like edward jones?
lizziegirly815 asked: I’m trying to be a smart cookie and start saving/planning for my life (i’m almost 24) I really don’t have money, but I have money in Edward Jones in mutual funds. Does this mean I am paying the financial advisor/ Edward Jones a part of my interest or something? Should I [...]
I am looking for a professional to discuss the planning for a mortgage and the building of credit. any advice?
Beth asked: I guess what I wanrt to differentiate from is someone like a financial advisor, who is there to advise on different investments and such. I simply want to sit down and talk to someone who will help me make a plan on what to do with my current mortgage, how to use [...]
What about a career as a Personal Financial Advisor?
Yahooforever asked: I have been interested in becoming a Personal Financial Advisor for quite awhile now. I will be a senior in high school next year and I was wondering if anybody could give me any advice on this career? Not just the basic advice that counselors give because I’ve already been to [...]
Do I see a financial advisor/planner, or someone else entirely?
my_dodge_rules asked: So I am not sure who I am supposed to use, or even if there is a difference.
I am looking for someone that can put us on a budget, and help us to plan for retirement.
Someone who would look over all of our bills and help us form the best plan of action.
So [...]
To actual financial advisors / planners?
Cobra_Stang asked: In terms of a career in financial planning, I like helping people, and I am good with numbers, I don’t even have a problem “selling” like explaining things to people so they understand why a certaini product or strategy is better…
My question is, are there any positions out there that you don’t have [...]
We want to buy a house, but our credit is bad, can someone suggest a financial/credit advisor?
p.y.t asked: Our fico scores are in the low 500s. We’ve made some mistakes in the past that we’re working on. Can anyone suggest a financial/credit advisor that help us with a plan?
We’re in California, Bay Area.
How to end agreement w/ Ameriprise finanical advisor?
Anissa asked: What are the general terms of an Ameriprise contract? If I begin the financial planning, when can I end the agreement? Is it a year or is the agreement automatically renewed?
What type of financial advisor to seek for in this situation?
Ihearya asked: My senior in-law parents have been VERY foolish with their money all their lives and still are.
They wanted a budget plan, so my hubby helped them, and they won’t stick to it. They continually live in denial and rack up their huge debt.
So as they won’t listen to family, we figured maybe [...]
Where can I find an independent financial advisor? On personal matters not business?
ASH asked: I am looking for an independent financial advisor who can help me with my personal finances not any business ones. I have run up some debts on some credit cards and a loan and need some good independent advice on the best way to help manage this and pay off the debt as [...]
Any financial advisor?
eshie asked:
Does anyone know anything about a 10B5-1 plan? I am a financial advisor, but I can not find a lot of information on this type of plan, and my compliance department tells me “about” the plan and how to open it. Does anyone have experience with a 10B5-1 plan for insider trading?
From [...]