Spotting Red Flags : Financial Advisors to Avoid /
This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats. Recognizing the red flags that can appear while you're searching for a financial advisor. Red fl...
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| Format: | eBook |
| Language: | English |
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PH Professional Business,
2010.
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| Edition: | 1st edition. |
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| Online Access: | Connect to this electronic resource |
| Summary: | This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats. Recognizing the red flags that can appear while you're searching for a financial advisor. Red flags can pop up at various stages during your journey in search of the perfect advisor. Pay attention to them: They'll help you narrow down your list of potential candidates, and they might save you a lot of grief down the road. First, as you collect names of potential advisors to interview, do a FINRA broker check. |
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| Item Description: | Electronic resource. |
| Physical Description: | 1 online resource (11 pages) |
| Format: | Mode of access: World Wide Web. |