When looking for a financial advisor, you need look closely at his qualifications. One first thing that you should check is his certifications. Does he have the necessary educational background? Is he licensed to give out advices and financial strategies? This is extremely important because you don’t want to work with a shady individual who’ll end up scamming your hard-earned money.
So before you jump on a partnership with an advisor, do the necessary background check. You can also ask for referrals from trusted friends and colleagues.
Source: A finance magazine that had a feature on the importance of working with a licensed financial advisor.
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