Hi Everyone
I've been following 13COBRA's 'ask a dealer' thread, and I've decided to start one of my own.
There have been a number of personal finance threads over the years, and I thought it may be interesting to do a little consolidation.
A few points of clarification:
Yes, I am a financial advisor. I am also a CERTIFIED FINANCIAL PLANNER TM professional, and I will be happy to prove both of those facts to a moderator.
I will not provide my name or the name of my firm publicly - that's not the point of this thread. I'm not here to advertise or to solicit business. I'm doing this to provide an insider's perspective on the industry and answer any questions you all may have.
Let's keep from bashing the industry or the folks that work in it - Let's keep it respectful!
I've been following 13COBRA's 'ask a dealer' thread, and I've decided to start one of my own.
There have been a number of personal finance threads over the years, and I thought it may be interesting to do a little consolidation.
A few points of clarification:
Yes, I am a financial advisor. I am also a CERTIFIED FINANCIAL PLANNER TM professional, and I will be happy to prove both of those facts to a moderator.
I will not provide my name or the name of my firm publicly - that's not the point of this thread. I'm not here to advertise or to solicit business. I'm doing this to provide an insider's perspective on the industry and answer any questions you all may have.
Let's keep from bashing the industry or the folks that work in it - Let's keep it respectful!