What are some steps I can take to become a FINANCIAL ANAYLST/ADVISOR?
queenitra00 asked: I am a junior in college majoring in Banking and Finance. I am highly interested in working in investments and helping people plan for retirement. I aced a class project dealing with this and my teacher, as well as the whole class, said I found my niche. However, besides doing well in school, [...]
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..
Financial Advisors, and fees. which ones are appropriate, what is fair?
mobyisaparrothead asked: 12b-1 fees- are unfair
a high consulting fee is unfair (even if it apears to have value)
Trading money adds costs… many to a stock brokers pocket.
Assets under management fee… what is fair?
semi philosophical
Call me dismal, I don’t trust any advisors because they hide fees– they smile, then line their pockets. They preach methods that [...]
does anyone know of a financial (reputable) advisor in the dallas,tx area for college 529 plans?
ms_athletic_1 asked: i have read researched a great amount of info. many articles deem Nevada, Virginia to be 2 of the top ones. I know each is different for everyone’s situation. the one in Tx. is never on anyone’s top list! thanks in advance. BTW, if it helps my son is 9. we got a [...]
I am a single female, no dependents and recently have been consulting a financial advisor. He is pushing me?
jennifer asked: to purchase life insurance for investment reasons and retirement planning. Is this a good idea?
How do I leave a financial advisor relationship?
Andrew F asked: I’ve been working with a financial advisor for 5 years and I trust his judgement. However, now I feel more and more confident in mangaging my own finances and investments and I’m questioning the $600 yearly planning fee.
In addition to the $600, my advisor wants me to convert to [...]
How/Where would I go to find a personal financial or investment advisor?
tekkan asked: I would like to someone to guide me in planning my financial future.
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