Certified Financial Planner Financial Market License Portfolio 
International College of Financial Planning
SEPTEMBER 3, 2021
Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile.
Sara Grillo
APRIL 10, 2023
” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.
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Sara Grillo
DECEMBER 12, 2022
“It comes down to the client’s needs, what the strategy is going to provide for the client, and then we look at how we can efficiently affect how those costs hit that client in their portfolio.” – Charles King. He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Charles King.
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. Certified Financial Planner Board of Standards, Inc.
Sara Grillo
SEPTEMBER 26, 2022
I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Certified Financial Planner Board of Standards, Inc.
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