Navigating the Broker/Dealer vs. Investment Advisor Landscape
Tobias Financial
DECEMBER 22, 2023
During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.
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