article thumbnail

How To Use BrokerCheck To Evaluate A Financial Advisor’s Credentials

WiserAdvisor

The detailed information provided through the BrokerCheck tool includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. You can use the Brokercheck tool on the FINRA website.

License 80
article thumbnail

How To Sell Printables On Etsy In 5 Steps

Clever Girl Finance

When a customer buys your printables on Etsy, they can download the materials in various formats and print them at home. When you are happy with your designs, make sure you download them in high quality. Comply with the legal requirements Check your local regulations for any business licenses or permits you may need.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Protect Yourself From Identity Theft

Fortune Financial

From an organizational standpoint, the number was equally as shocking, with a new company experiencing identity theft every 14 seconds. . Never download documents or open email attachments from people or entities you don’t know. Downloading free apps to use on your profile. million in 2019. Smartphone Safety.

article thumbnail

Client Appreciation Events

Tucker Advisors

We will arm you with tips for your event and a robust guide download. Download Client Appreciation Guide. With that in mind, be sure that you account for the number of people attending. There are more event ideas in the PDF download. Download Client Appreciation Guide. What Makes a Good Client Event? Boat Cruise.

Clients 52
article thumbnail

Webull Review: Trade Crypto and Traditional Investments on the Same App

Good Financial Cents

The form can be downloaded from the Webull app. You’ll need to enter your phone number and a referral code if you have one. Webull will require you to supply your name, US residential address, date of birth, taxpayer identification (Social Security number or individual taxpayer ID number), telephone number, and citizenship.

article thumbnail

How To Track Your Direct Mail Campaign Digitally

Tucker Advisors

Telephone Number Tracking. There are phone services available that can provide you with information on a lead’s name, phone number, location, and some of the offline marketing pieces they have interacted with. Call tracking uses a unique phone number that forwards calls to your main phone number. Tracking Links.

Numbers 52
article thumbnail

Transcript: Steven Klinsky

The Big Picture

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. RITHOLTZ: Right. And what I — RITHOLTZ: Defensive growth.

Investing 257