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

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Investor Confusion

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.

Independent RIA ,[object Object],[object Object],[object Object],[object Object],[object Object]

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?

Wrap-Up ,[object Object],[object Object],[object Object],[object Object],[object Object]

Understanding Financial Advice

Recomendados

Recomendados

Mais conteúdo relacionado

Mais procurados

Mais procurados (18)

Destaque

Destaque (10)

Semelhante a Understanding Financial Advice

Semelhante a Understanding Financial Advice (20)

Understanding Financial Advice