Questions to a financial advisor and why do you ask those questions ?
1.WHAT ARE YOUR QUALIFICATIONS AND CREDENTIALS? Financial advisors can have an amazing list of initials behind their names. Also, It's our job to verify whether a financial professional goes by an investment advisor or has the CFP designation. We can check the qualifications they possessed are genuine or not from the database of The Financial Industry Regulatory Authority. 2.WHAT SERVICES DO YOU OFFER? A financial planner offers various administrations relying upon various variables, including certifications, licenses, and areas of involvement. A few organizers offer financial planning advice on a scope of subjects yet don't sell monetary items. We need to check the administrations given by our advisor. 3.WILL YOU HAVE A FIDUCIARY DUTY TO ME? A fiduciary should place your wellbeing over their own. A financial advisor who's a fiduciary has a moral obligation to suggest the...