NAIFA Advisor Today

SEPTEMBER 21, 2023

Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies.

License 97

License Financial Consultant CFP Insurance 97

Trade Brains

JUNE 17, 2025

License Grant Update The company has received significant regulatory approval from the Department of Telecommunications, Ministry of Communications, Government of India. The company has been granted a Unified License – VSAT Virtual Network Operator (UL VSAT-VNO) authorisation for services at the national level.

License 52

License Communication Investment Advisor Consulting 52

Trade Brains

JUNE 6, 2025

Following this, the company rejects seeking Singapore licenses. The company consults legal teams about an appeal. Attached redacted legal documents confirmed the Panama plan. Zettai itself rebrands as Zensui. Zensui will manage WazirX’s crypto services from Panama. The exchange seeks smoother operations despite serving Indians.

Distribution 52

Distribution License Compliance Planning 52

Trade Brains

JUNE 12, 2025

Also read: Auto ancillary stock jumps 5% after receiving order worth ₹29 Cr from USA based company Government excise duties The Maharashtra cabinet, led by Deputy CM Devendra Fadnavis, has approved a sharp hike in liquor excise duties and licensing fees to boost annual revenue by Rs 14,000 crore.

License 52

License Sales Investment Advisor Retail 52

Trade Brains

JUNE 16, 2025

The company has licensing agreements with popular characters and brands like Dennis the Menace, Disney, Garfield, Hallmark, Peanuts, and others for merchandising and greeting card designs. Please consult your investment advisor before investing. Coming into financial highlights, Archies Limited’s revenue has decreased from Rs.

Retail 85

Retail License Investment Advisor Manufacturing 85

Midstream Marketing

DECEMBER 7, 2024

This allows financial consultants to concentrate on their core strengths. The platform offers a large collection of licensed content from trusted global sources. Staying Compliant Without Sacrificing Engagement Navigating the complex world of rules is tough for financial advisors.

Compliance 52

Compliance Financial Advisor Clients Communication 52

Trade Brains

JUNE 11, 2025

Its business mainly consists of products like digital map data, GPS navigation, location-based services, licensing, and royalties. Please consult your investment advisor before investing. The Company’s segment is Map data and Map data-related services. are their own, and not that of the website or its management.

B2C 59

B2C License Advertising Investment Advisor 59

Trade Brains

JUNE 17, 2025

This will be done through Build-Own-Operate (BOO) models, technology licensing, and turnkey project solutions. Please consult your investment advisor before investing. With NFCSF’s approval in hand, TRL is positioned to roll out its patented system across over 200 cooperative sugar and distillery plants in India. 20 crores in Q4 FY25.

Manufacturing 59

Manufacturing License Investment Advisor Consulting 59

Trade Brains

JUNE 11, 2025

A high-level committee has recommended reforms in liquor production, licensing, and tax collection to enhance revenue and streamline regulatory operations across the state’s liquor sector. Please consult your investment advisor before investing. Investors must therefore exercise due caution while investing or trading in stocks.

License 59

License Accounting Investment Advisor Retail 59

Sara Grillo

FEBRUARY 12, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. He says that he has proposed this to numerous CPAs he works with and they have all refused because it is too much work to go get a Series 65 license.

Financial Advisor 105

Financial Advisor Consulting Clients License 105

Integrity Financial Planning

MAY 30, 2023

Consulting with a licensed insurance agent or broker can provide more personalized information and guidance. Enrollment: Many people receive health insurance through their employer, but there are also options for purchasing individual plans through the Health Insurance Marketplace. [6]

Healthcare 89

Healthcare Retirement Medical Insurance 89

Darrow Wealth Management

JANUARY 13, 2025

Ensure the donor consults a tax professional prior to signing any paperwork. Further, some lenders are only licensed in certain states. It has no impact on your debts as the donor will have to sign an agreement stating that the gift won’t be repaid. Gift tax considerations.

Taxes 105

Taxes Sales Portfolio Accounting 105

Trade Brains

JUNE 9, 2025

Additionally, the FDA of Maharashtra has suspended the food license of Blinkit’s Balewadi dark store in Pune after it was found to operating without an FSSAI license. Please consult your investment advisor before investing. It also said discounts will be limited with only those agreed by the restaurants.

Food 52

Food Planning License Electronics 52

eMoney Advisor

JANUARY 17, 2023

As a technology consultant in the wealth management industry, the number one question I get asked by advisors, planners, business owners, and even tech CEOs is, “If you had your own RIA, what would your tech stack look like?” Owning licenses or subscriptions to software systems automatically grandfathers you into usage.

Consulting 84

Consulting Education Clients Financial Advisor 84

Trade Brains

JUNE 17, 2025

Poundrik also clarified that there have been several cases of misuse of licenses, in which legal action is underway. Please consult your investment advisor before investing. It will depend on the recommendations of the Directorate General of Trade Remedies (DGTR), which is expected to complete its investigation in August.

Government 59

Government License Investment Advisor Consulting 59

Harness Wealth

FEBRUARY 19, 2025

Consult the FinCEN website for the most current deadlines. Seek professional advice: If you have any questions or concerns about the BOI reporting requirements, consult with a qualified legal or tax professional. Consulting with a legal or tax professional is recommended. Deadlines matter: Be aware of the filing deadlines.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Trade Brains

NOVEMBER 11, 2023

Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. Zee Entertainment Enterprises Particulars Amount Particulars Amount CMP (Rs) 262 Market Cap (Cr) 24,954 EPS (TTM) 1.17 Stock P/E (TTM) 0 ROE (%) 9.12 ROCE (%) 13.68 Promoter Holding (%) 3.99

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Clever Girl Finance

AUGUST 10, 2023

If you want to be a paramedic, then training, passing exams, and getting licensed as a paramedic is required. Licensed practical nurse (LPN) Median salary for licensed practical nurses: $54,620 a year Licensed practical nurses (LPNs) work under the supervision of registered nurses or physicians to provide direct patient care.

Medical 98

Medical Certification Healthcare Education 98

Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Note: Ryan holds both insurance and FINRA licenses. Note: Stoy holds an insurance license. 56 Capital Partners www.56capitalpartners.com

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Clever Girl Finance

JUNE 27, 2023

Travel consultant 13. Likewise, you can easily get a position if you’re an LMHC (licensed mental health counselor), an LPC (licensed professional counselor), or LFMT (licensed family and marriage therapist). Travel consultant Do you enjoy planning out great trips? How about being a travel consultant?

Certification 98

Certification Recruitment Media Engineering 98

Trade Brains

OCTOBER 21, 2024

They have experience in trade and consumer premiums, character licensing, and brand partnerships. Please consult your investment advisor before investing. Also read… Can this Crypto token be a start to Crypto REITs? This includes interests in E-commerce Solutions, Loyalty Programs, BTL, Experiential Rewards, and POSM Solutions.

License 52

License Manufacturing Food Investment Advisor 52

Trade Brains

OCTOBER 24, 2024

License & Cloud fees contribute around 12 percent, Maintenance Fees contribute 34 percent and Consulting Fees contribute 54 percent in Q2FY25. The company specializes in software for retail, corporate, and investment banking, along with consulting and outsourcing services. The company also has a strong current ratio of 5.74

Financial Services 52

Financial Services Banking Consulting License 52

Sara Grillo

MAY 10, 2024

My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama. I am licensed to serve clients in Missouri, Indiana, and Texas. I’m a CPA and financial advisor, and my best AUM client just hired someone else to do their tax return.

Clients 52

Clients License Retirement Planning Commission 52

Steve Sanduski

JUNE 21, 2022

Guest: Dr. Joy Lere , a licensed clinical psychologist and behavioral finance consultant. . Master these conversations and you’ll be able to facilitate positive behavior change, which is a skill — and a service — that will never become obsolete. “Change doesn’t happen in one fell swoop.”

License 52

License Clients Financial Planning Consulting 52

Trade Brains

OCTOBER 13, 2023

The Bank received its RBI License in 2016 & received its scheduled bank status in February 2017. Capital First on the other hand had a solid track record in terms of RoE & NPA’s and was eyeing for a Banking License. 17.49% Mitcon Consultancy ₹70.68 ₹714.79 Particulars Amount Particulars Amount CMP 61.6 Market Cap (Cr.)

Banking 105

Banking License Financial Services Retail 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Taxpayers are expected to report any income earned from hobbies, even if it’s not a licensed business. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 105

Marketing Marketing Taxes Economics 105

FMG

DECEMBER 7, 2022

financial consultant near me. licensed financial advisor. Financial Advisor Top SEO Keywords. financial advisor. best financial advisors. financial advisor near me. what does a financial advisor do. personal financial advisors. how to find a financial advisor. financial advisor cost. independent financial advisors. financial planner.

Financial Advisor 83

Financial Advisor Engineering Financial Planner License 83

Trade Brains

SEPTEMBER 20, 2023

The company has penetrated into multiple business verticals including Product Vertical, Consulting vertical and project development and technology Licensing with the Engineering Procurement and Construction (EPC) division The management team has earned the Company a positive reputation among customers.

Engineering 105

Engineering Management Government License 105

Nationwide Financial

OCTOBER 6, 2022

Remember, clients should always consult with a tax professional for personal advice. This is usually where the client holds their drivers’ license and is registered to vote. Working with an experienced payroll provider, employment consultant, and tax professional are critical for businesses with remote employees.

Taxes 52

Taxes Clients Consulting License 52

Good Financial Cents

APRIL 19, 2023

Consulting. Consulting is just another job – perfect for a side hustle, but not exactly passive. For consulting to be passive, you’ll need to build the practice with other people and be able to step away from the work eventually. License Your Music 13. One solution would be to license your music.

Accounting 105

Accounting Investing Investments Media 105

Brown Advisory

MARCH 18, 2022

Prior to making an investment decision, a prospective investor should consult with its own legal, tax, accounting and other advisors to determine the potential benefits, burdens, and other consequences of such investment. These trademarks have been licensed to S&P Dow Jones Indices LLC. All investments involve risk.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

Prior to making an investment decision, a prospective investor should consult with its own legal, tax, accounting and other advisors to determine the potential benefits, burdens, and other consequences of such investment. These trademarks have been licensed to S&P Dow Jones Indices LLC. All investments involve risk.

Asset Allocation 52

Asset Allocation Assets License Government 52

Trade Brains

OCTOBER 2, 2023

The Reserve Bank of India (RBI) granted the bank a banking license in 2015, and it began operations in February 2017. It is a Navratna Enterprise of the Government of India that offers project management consulting, engineering procurement and construction (EPC), and real estate development services.

Banking 105

Banking Engineering Distribution Government 105

Trade Brains

DECEMBER 22, 2022

Here are the ten Top IT stocks in 2023 in the Indian stock market listed on BSE and NSE: 1) Tata Consultancy Services (TCS). Tata Consultancy Services Ltd. is an IT services, consulting, and business solutions organization that is a part of Tata Group of companies and was established by Tata Sons Ltd. 2) Infosys Limited.

Marketing 52

Marketing Marketing Consulting Engineering 52

Harness Wealth

FEBRUARY 20, 2024

CPAs are licensed by state boards of accountancy in the state where they practice. Once licensed, CPAs work in various settings including public accounting firms, corporate finance departments, and other financial companies offering services that span tax preparation and planning, auditing, and financial strategy.

Taxes 52

Taxes License Education Tax Planning 52

Sara Grillo

JUNE 24, 2024

There is no securities license required to sell it. Sara G Elan Moas Elan Moas, the owner of Moas Consulting, a firm specializing in life insurance strategies, is a 4X SEC whistleblower and author of the book, “Lapsed, The Universal Life Insurance Whistleblower.” That is a mathematical impossibility.

Insurance 59

Insurance Math Financial Advice Compliance 59