Money Monday: What to ask your financial advisor
It's important to trust your financial advisor and knowing a thing or two about them can help.
Check out these resources to look into your financial advisor's background.
VERIFY LICENSE: Michigan Department of Licensing and Regulatory Affairs
RESEARCH BROKERS:Â BrokerCheck
REGISTERED: Investment Advisor Public Disclosure
CREDENTIAL RESEARCH: CFP Board
RESOURCE: Chartered Financial Consultant course
FROM THE S.E.C.: Tips for checking out brokers
ACCESS: Records and information from the S.E.C.
FAQ: What you need to know before choosing an advisor
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