Sentences with phrase «licensed investment advisor»

(Insurance and financial planners will not, however, unless they are also licensed investment advisors.)

I am not a licensed investment advisor.

Additionally, I'm not a licensed investment advisor, and I believe investment decisions should be made on an individual basis

You should seek the advice of a licensed investment advisor prior to obtaining a cash out refinance.

Concult with your licensed investment advisor to determine if you can afford to obtain a mortgage.

You will need to find a U.S. - licensed investment advisor or open a self - directed account where you can buy GICs, stocks, bonds or exchange - traded funds (ETFs).

Let's start with the Canadian Securities Course (CSC), the first requirement on the way to becoming a licensed investment advisor or mutual funds dealer.

This insight came to me over the last three years as I completed hundreds of hours of study to become, first, a licensed investment advisor and, then, to earn the Certified Financial Planner and Chartered Investment Manager designations.

She is a licensed investment advisor and is working towards the Chartered Investment Manager designation.