Sara Grillo

APRIL 10, 2023

It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I would like to see us move off of Central Banking. That’s crazy.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. With annuities now being able to be offered in 401k plans, the playing field has changed. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Are commissions bad? Are commissions bad?

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

In other cases, the most common is one, disclosure bank, and really, in most cases, there are… 0:58:04.8 Securities and Exchange Commission. Staff of the Investment Adviser Regulation Office. Division of Investment Management. Regulation of Investment Advisers by the U.S. Securities and Exchange Commission.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

AUGUST 18, 2023

This opened doors to exclusive realms like hedge funds, venture capital firms, specific investment funds, private equity funds, and more. Even though I had this “exclusive access” it took me awhile to start investing in alternative asset classes. Examples include Series 7, Series 65, and Series 82 licenses.

Investing 52

Investing Investments Startup Portfolio 52