Sara Grillo

MARCH 13, 2023

Nate is Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs. He holds Series 7 and 65 Securities Licenses in addition to a Life & Health Insurance License.

Financial Advisor 59

Financial Advisor Assets License Management 59

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. According to Wright, it’s more than having to pass a test – there are CFP® certification requirements pertaining to education, quizzes, modules, etc. Are they getting a raw deal?

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

DECEMBER 24, 2024

When I started in 2013. I mean I, so I’ve been an Amazon member since I got a gift certificate from my college roommate. So it’s a license to steal. But also a a through line on that beat was the beginning of that beat. The retail companies, the consumer companies were worried about Amazon. I wanna say it was 98.

Retail 130

Retail Advertising Taxes Numbers 130