What Credentials Should My Financial Advisor Have?

There are over 200 designations and certifications that a financial services representative can hold, making it difficult for consumers to understand the differences between them. When did advisor credentials become so popular and why? What is the difference between a securities license and a certification? What should you be aware of when hiring a financial services rep? Anastasia explains the basics of several security licenses and a few major financial designations you may come across when looking to hire an advisor. Anastasia and Bill also discuss the fiduciary standard and cover what you should know about fee-only vs. fee-based advisors. If you have any questions or comments, please email us at [email protected]