Sentences with phrase «licensed advisor who»

So, it makes sense to choose an independent licensed advisor who takes a big picture approach to your financing plan.

Keep in mind that when seeking advice on investments or even on how to structure real estate investments it's always good to connect with a licensed advisor who can help you consider all factors that may affect your decision.

Not exact matches

So, if the trigger for the fiduciary duty is when you «advise» investing funds in an IRA or ERISA plan, the fiduciary cheerleaders belatedly realized their coveted term «advisor» is now reasonably applied to any licensed individual who makes the recommendation and triggers their fiduciary duty.

Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S. - based financial services account (s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with Wells Fargo Advisors.

Dr. Jeremy Wolf is a Licensed Naturopathic Physician (N.D.) who serves as the lead health and medical advisor at LuckyVitamin.com.

More elaborately, Ficarra and Requa give huge scenes to veteran actors B.D. Wong, (Law & Order: SVU) as a high - stakes gambler at the (don't call it a Super Bowl, because the NFL wasn't licensed) AFFA League Championship, and Gerald McRaney (Major Dad) as security agent Owens, a push broom - mustached advisor to a European racing millionaire (Rodrigo Santoro) who has hired Nick to swindle a competitor and ensure his team's victory.

The best way to find out the interest and fees that you would be charged is to talk to a licensed loan advisor who can speak with you about your individual situation.

With Shell Retirement, Trust & Investment Services your financial advisor is a fully registered, licensed and experienced investment and retirement planning professional who cares about people, and is dedicated to helping them build financial strength and security for life.

That's why they are often recommend by insurance advisors, who are often not licensed to sell other types of investments.

It's best to focus your search on advisors who are licensed through the Investment Industry Regulatory Organization of Canada (IIROC) and you should actually verify that they are in good standing with the regulator.

Advisors who are licensed by the Mutual Fund Dealers Association (MFDA)-- and there are many more of these — are not permitted to sell them.

To learn more about how a reverse mortgage may be able to help you achieve your financial goals, you can consult with a licensed loan advisor who will prepare a free eligibility assessment.

This is why it's important to work with a licensed loan advisor who takes the time to explain all of your options and helps you understand the process each step of the way.

With a team of dedicated Reverse Mortgage Professionals who go through a comprehensive American Advisors Group Loan Officer training program and licensing process, and must pass federal and state tests to earn their licenses, you have a powerfully knowledgeable professional working with you.

Few investors will hear about private capital market investments from their advisors, who may not be licensed or approved to offer them.

This type of segregated fund can be sold by registered mutual fund salespeople at bank branches and by individual financial advisors who lack life insurance licenses.

Advisors who are licensed to sell mutual funds can also sell ETFs that meet the definition of mutual funds without any additional registration.

Rather than qualifying for the higher, posted rate, these buyers could qualify for the loan based on the much lower discounted rates, explained Calum Ross, a Toronto - based independent mortgage broker, who works with high net worth clients as a dually licensed wealth advisor (with his MBA) and mortgage broker.

If you're dead set on using ETFs, you'll either need to find a new advisor who is appropriately licensed, or you'll have to manage your own ETF portfolio at an online brokerage, which also means giving up the services you're currently getting from your advisor.

Schedule a free personal consultation with one of our licensed financial advisors who can answer your questions.

Schedule a free personal consultation with one of our licensed financial advisors who can help you plot the best path forward.

Specifically, Adam wanted an advisor with significant ad - tech company experience who could support the negotiation and drafting of Lotame's complex licensing arrangements with its customers.

In the last few years, many states have implemented various licensing requirements for advisors, agents, brokers and providers who work with life settlements, while others have little or no licensing regulation.

Customers can start the quoting process on desktop or mobile and connect by phone with a licensed insurance advisor who will provide objective advice and help small businesses evaluate their risks and find the right coverage options.

FirstLIFE is not a registered financial service provider, but is a membership body of Licensed Financial Advisors who are authorized under their own licenses to advise and intermediate on the product you have requested.

Financial advisors who are also licensed life insurance agents can help clients consolidate the process of creating a full financial plan, while also putting their intimate knowledge of assets and goals to even better use.

At best, your advisor will be a licensed expert who keeps up with the industry and knows exactly how to get you the insurance product you need.

It's better to find a life settlement broker through your financial advisor or insurance agent, who might even be licensed to do life settlements.

An insurance advisor is a licensed individual who is permitted to sell insurance for one or more specific insurance companies.

Financial Consultants are trained and licensed financial analysts or advisors who provide expert investment related advice to individuals or organizations.

Advisors who directly buy or sell stocks, bonds, or insurance policies require licenses based on the products they sell.

Licensed financial advisor who managed investment portfolios for more than 300 clients with combined assets of over $ 24 million.

The following license partners were successful advisors (Engel & Völkers - speak for «agents») who felt they could translate their service excellence into ownership — not only to build a successful business, but to foster and grow top - tier talent.

The best way to find out the interest and fees that you would be charged is to talk to a licensed loan advisor who can speak with you about your individual situation.

This is why it's important to work with a licensed loan advisor who takes the time to explain all of your options and helps you understand the process each step of the way.

With a team of dedicated Reverse Mortgage Professionals who go through a comprehensive American Advisors Group Loan Officer training program and licensing process, and must pass federal and state tests to earn their licenses, you have a powerfully knowledgeable professional working with you.