2012 Financial Advice Financial Services License 
Sara Grillo
APRIL 10, 2023
-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Lee holds a Ph.D.
Sara Grillo
SEPTEMBER 12, 2022
JR agrees, stating that 70% of CFP holders have insurance licenses. #4 JR asserts that anyone who holds themselves out as a financial planner, whether or they wear dual hats, or also are registered reps under FINRA, must follow the fiduciary standard. 4 Has the CFP Board failed to address the insurance problem – the “third hat”?
Expert insights. Personalized for you.
52 
Let's personalize your content