Sentences with phrase «not licensed financial professionals»

I am not a licensed financial professional.

Not exact matches

I am not an investment professional or a licensed financial advisor.

If the sales chump (er, I mean «licensed professional financial adviser») can't give you a complete and total rundown of every fee (expense, charge, penalty, cost or whatever other lame - ass euphemism he wants to use), run away and invest in a Vanguard index fund — just compare the expense ratio.

Disclaimer: Jason Fieber is not a licensed financial advisor, tax professional, or stock broker.

Upon returning to the workforce, Cheryl took the steps necessary to become a licensed financial services professional and quickly realized the vast majority of current and prospective retirees did not have access to the advice and resources required to make an educated decision on, what in most cases, will prove to be one of the most critical financial decisions they'll ever make; when and how to claim Social Security retirement benefits.

Disclaimer: Jason Fieber is not a licensed financial advisor, tax professional, or stock broker.

I am not a licensed financial advisor or professional investor.

The reality is «financial adviser» is not a protected term and professionals are not required to be licensed to dole out advice so it's up to you, the consumer, to understand the certifications out there and how fees are structured.

Since it is the beginning of a new year and month, I wanted to pass along a few ways readers can help support this blog which is a part - time hobby for me (I am not a registered financial advisor or licensed financial professional):

Financial professionals don't need a Finra Series 7 license to manage money for clients using our investment software systems.

Financial professionals don't need a Finra Series 7 license to manage money using these asset allocation models.

If the Illinois Department of Financial and Professional Regulation doesn't file a formal complaint against your license with this issue, they will most likely send you a «notice of disciplinary conference» to meet with a board member from your designated license.

Individuals entering anything into the EHR other than an order (e.g., list of patient medications, patient financial or demographic data, patient history, chief complaint, information about other health professionals treating the patient) do not have to be credentialed medical assistants or licensed health care professionals.

If required for his / her profession, the applicant shall demonstrate that he / she is in good standing or in retired status and has a New Jersey professional license such as: Attorney at Law, Certified Public Accountant, Certified Financial Planner, Licensed Social Worker, Licensed Professional Counselor, Licensed Psychologist, Licensed Marriage and Family Therapist or other mental health field license (licenses held in different fields are not accepted as a professional license such as: Attorney at Law, Certified Public Accountant, Certified Financial Planner, Licensed Social Worker, Licensed Professional Counselor, Licensed Psychologist, Licensed Marriage and Family Therapist or other mental health field license (licenses held in different fields are not accepted as a Professional Counselor, Licensed Psychologist, Licensed Marriage and Family Therapist or other mental health field license (licenses held in different fields are not accepted as a substitute).

The information should not be seen as financial advice and you should consult with a licensed mortgage professional, prior to taking any action.

HomeUnion does not provide investment advisory, tax, legal or financial services, and recommends that you consult a licensed real estate, tax, legal, accounting or investment professional to perform an independent analysis before making decisions regarding the purchase or sale of real estate.

It is not a loan estimate, guarantee or financial advice.You must consult a licensed mortgage professional.