Selecting Investment Professionals

Identify Your Financial Needs

Your first step in searching for an investment professional is to identify your financial needs. Think hard about the type and amount of support you will want from an investment professional so that you can narrow your focus to those investment professionals who have the credentials and experience to help you meet your needs. Having a clear understanding of what you are looking for in an investment professional can prevent you from paying for services you don't really require—or from choosing someone who cannot provide all the services you need.


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    Learn About Different Types of Investment Professionals