investment adviser or a financial services?

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IntegratedS

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investment adviser or a financial services?
« on: November 25, 2011, 03:29:58 AM »
How do you determine if a broker, investment adviser or a financial services firm can give you good service?

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Webhelpforums

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Re: investment adviser or a financial services?
« Reply #1 on: December 01, 2011, 12:01:43 PM »
If they are neutral or not.

For instance many bank advisors will recommend you take a loan at their bank, but won't mention you can get a cheaper loan through the "free value" in your house. Also doubt get a second opinion if someone is recommending their own solution :)
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rakkhi sharma

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Re: investment adviser or a financial services?
« Reply #2 on: April 03, 2012, 03:30:10 AM »
Here are some of the questions you should always ask when hiring any financial professional:

    What experience do you have, especially with people in my circumstances?
    Where did you go to school? What is your recent employment history?
    What licenses do you hold? Are you registered with the SEC, a state, or the Financial Industry Regulatory Authority (FINRA )?
    What products and services do you offer?
    Can you only recommend a limited number of products or services to me? If so, why?
    How are you paid for your services? What is your usual hourly rate, flat fee, or commission?

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AndruLuka

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Re: investment adviser or a financial services?
« Reply #3 on: December 10, 2012, 11:45:18 PM »
There are many different types of economical companies to help you spend your cash. Each economical company goes through a firm academic process to learn how to help their customers with making an investment their cash.

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jordenstive

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Re: investment adviser or a financial services?
« Reply #4 on: February 28, 2013, 01:53:47 AM »
Investment admiral accommodate simple admonition apropos securities. If you are alive with a banking or investment adviser, you charge to be acquainted of the differences in how they work.

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Jefrrey

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Re: investment adviser or a financial services?
« Reply #5 on: August 21, 2013, 09:53:04 AM »
Well many advisers, are only looking for an resource control relationship where they manage your profile and you provide them with a fee each, season measured as a amount of your UM.

 




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