Sara Grillo
APRIL 10, 2023
What we’ve seen in 2022 is that there were a number of hacks. Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License.
International College of Financial Planning
AUGUST 2, 2021
Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India.
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Sara Grillo
DECEMBER 12, 2022
Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Charles King is a financial advisor licensed in 55 states and territories. Doug Twiddy. I really don’t.” – Derek Robinett.
Sara Grillo
SEPTEMBER 26, 2022
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.
Sara Grillo
SEPTEMBER 12, 2022
The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. JR agrees, stating that 70% of CFP holders have insurance licenses. #4 It’s about to get very, very heated so let’s get on to the show!
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