FINDING A FINANCIAL ADVISOR

The Role Of A Financial Planner And How To Locate One

What is a Financial Planner? A financial planner is a professional who helps individuals and businesses manage their finances and achieve their financial goals. They provide advice and guidance on a wide range of financial matters, including budgeting, investing, retirement planning, tax planning, estate planning, and risk management. A financial … …

Investment Advisory Representative IAR Definition and Duties

What is an Investment Advisory Representative (IAR)? An Investment Advisory Representative (IAR) is a professional who provides financial advice and guidance to clients. They are typically employed by investment advisory firms or registered investment advisors (RIAs). IARs are licensed and regulated by the Securities and Exchange Commission (SEC) or state … …