Here are some examples of things Ethical Financial Advisors do
Sara Grillo
APRIL 21, 2022
In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. I had been working with the couple for roughly three years and determined in our first few meetings that his SEP was in a lower cost allocation fund based on his risk tolerance.
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