Licensed financial advisor who managed investment portfolios for more than 300 clients with combined assets of over $ 24 million. (livecareer.com)
The app comes with personalized investment advice specific to your financial situation and needs from licensed financial advisors. (elfi.com)
On one hand, you have to take into account that Wealthsimple offers unlimited calls with licensed financial advisors as part of their Basic tier. (policygenius.com)