Understanding Financial Advice

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],Investor Confusion *TD AMERITRADE survey of 1,000+ U.S. investors conducted by Penn, Schoen & Berland Associates, 2006

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Investment Advice: The Different Options Registered Investment Advisor (RIA) Registered Representative (stockbroker) There are important differences between Independent Registered Investment Advisors and Registered Representatives. Make sure you understand what they are.

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Registered Representative (stockbroker) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Which Option Is Right for You? ,[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],*TD AMERITRADE survey of 1,000+ U.S. investors conducted by Penn, Schoen & Berland Associates, 2006 Which Option Is Right for You?

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Understanding Financial Advice

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Understanding Financial Advice