article thumbnail

How To Use BrokerCheck To Evaluate A Financial Advisor’s Credentials

WiserAdvisor

The detailed information provided through the BrokerCheck tool includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. You can use the Brokercheck tool on the FINRA website.

License 80
article thumbnail

Do I need to use the (r) mark with my CFP designation?

Investment Writing

” You can read general guidelines—and download detailed instructions —on the CFP Board’s website. (CFP Board) is a company name or trade name, not a trademark, and therefore is not required to be displayed with the ® or symbols.” Will you land in trouble if you don’t abide by the guidelines?

CFP 103
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What is a BOI Report and How Do You File One?

Harness Wealth

Certification statement: Carefully read the certification statement and check the box to confirm your agreement. Confirmation and download your proof of filing After successful submission, you will receive a confirmation page with a confirmation number. This is a legal attestation.

Taxes 52
article thumbnail

7 Must Know Websites for Indian Stock Market Investors

Trade Brains

NSE India also provides courses and certifications (known as NCFM ). Further, along with charts, there are tons of historical data regarding NSE and nifty available on this website. You can find information about the corporates, domestic and foreign investors, new listings, IPOs, etc.

article thumbnail

How Setting Consistent Goals Increased My Revenue By 100%

Good Financial Cents

This can be through traditional investing (Roth IRA, 401k), obtaining a higher degree or certification, or investing in a small business. Free Download : Want the same worksheet I used to write down my goals each quarter? Download the free worksheet HERE. Inspire over 1,000,000 people to invest in themselves.

article thumbnail

What to do After the Death of a Spouse

Darrow Wealth Management

A downloadable checklist is available at the end of this article. Also consider: Getting multiple copies of the death certificate, at least five Asking a friend/relative to watch the house during the funeral or memorial service. Gaining access to online accounts can be tricky.

article thumbnail

Begin Your Digital Marketing Journey with a Strong Advisor Website

eMoney Advisor

Include ways you and your firm have built the practice around this niche noting special expertise, education, and certifications. What are the challenges faced by the individuals you serve and what have you done to gain expertise in helping solve them? Team Bios Include a page that lists a short biography of everyone on your team.