Zajac Group

JUNE 20, 2025

For example, your state of domicile refers to the state in which you: Registered to vote Applied for a passport Titled your car Have a driver’s license Pay state taxes File lawsuits While you may own properties across several states, typically only one state can be considered your domicile.

Taxes 52

Taxes Sales License Management 52

The Big Picture

MAY 6, 2025

First you’re referring to your approach is, hey, we’re really more process focused than outcome focused. So private credit firms like ours, people invest in Hudson Bay and they know it’s not a bank account and that gives us license to deploy the money in ways that are appropriate.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

Carson Wealth

MARCH 26, 2024

boxes) Copy of government-issued photo ID (such as a driver’s license or passport) Penalties for failing to comply with the new regulation are high. For more information, refer to [link]. From the business : Legal business name and all DBA names Physical address (not a P.O. After 2024, new entities will have 30 days to file the report.

License 129

License CFP Tax Planning Taxes 129

Clever Girl Finance

JULY 29, 2023

Obtain a business license 7. Do I need a license to clean houses? Obtain a business license In addition to registering your business, you may also need to get a business license to legally found your cleaning company. Leverage the resource on SBA.gov to get started with setting up the business licenses you need.

License 98

License Advertising Budgeting Clients 98

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. They also may refer their high-earning employees to you. As a fiduciary, I charge 1% of your assets, and do not accept commissions.”

Clients 52

Clients License Retirement Planning Commission 52

eMoney Advisor

JANUARY 17, 2023

Owning licenses or subscriptions to software systems automatically grandfathers you into usage. If you are researching new tech and asking the vendors for references, you are barking up the wrong tree. No one ever gives out unhappy references. Remember that mirror we were using as we determined technology priorities?

Education 84

Education Consulting Clients Financial Advisor 84

Sara Grillo

FEBRUARY 12, 2024

There’s nothing I hate worse than when I see a financial advisor chase around a CPA or estate attorney, only to get taken, referring their clients to them with zero reciprocity. 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 Clients Consulting License 105

Good Financial Cents

JULY 17, 2023

Understanding Multiple Streams of Income Multiple streams of income refer to having multiple sources from which money flows into your life. It refers to the money you earn by providing your skills, knowledge, or expertise in exchange for a salary or wages. This can come from your primary job, freelancing, or running a business.

Certified Financial Planner 69

Certified Financial Planner Wealth Accumulation Financial Planner Certification 69

James Hendries

AUGUST 23, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

Marketing 98

Marketing Marketing Sales Economy 98

MarketWatch

MARCH 30, 2023

Microsoft referred to a blogpost in May in which company president Brad Smith said it “has a healthy number two position when it comes to cloud services, with just over 20% market share of global cloud services revenues.”

License 40

License Numbers Marketing Marketing 40

Brown Advisory

MARCH 18, 2022

and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Brown Advisory. These trademarks have been licensed to S&P Dow Jones Indices LLC. It is not possible to invest directly in an index.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Brown Advisory. These trademarks have been licensed to S&P Dow Jones Indices LLC. It is not possible to invest directly in an index.

Asset Allocation 52

Asset Allocation Assets License Government 52

Trade Brains

APRIL 12, 2023

Broker or Stockbroker: A stockbroker is an individual/organization who is a registered member of the stock exchange and is given a license to participate in the securities market in place of its clients. It can also be referred as the original cost of the stock, as listed on the certificate. This is the approach used in averaging down.

Marketing 98

Marketing Marketing Accounting Investments 98

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

ClearMoney

DECEMBER 16, 2021

Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

Commission 52

Commission Distribution License Sales 52

Good Financial Cents

FEBRUARY 24, 2023

Under the Webull Referral Bonus, refer family and friends to Webull, and you’ll receive three free shares of stock. Refer three friends, and you’ll receive nine shares. To verify your identity, Webull may ask for copies of your driver’s license, passport, or other information as necessary.

Investing 96

Investing Investments Commission Accounting 96

AdvisorPR

FEBRUARY 4, 2022

Spotlight professional education, certifications, licensing and membership groups; and achievements like publications, awards, media appearances and notable public speaking events. Unless your clients always refer to you as “Mr. or Mrs. Smith,” use your first name after the first reference of your full name.

Media 52

Media Clients Education Certification 52

James Hendries

JULY 21, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

Clients 52

Clients Investment Advisor License Financial Advice 52

Validea

SEPTEMBER 12, 2024

Coined by Warren Buffett, a moat refers to a company’s ability to maintain its market position and profitability over time, despite competitive pressures. Intangible assets: Patents, licenses, and regulatory approvals can provide significant competitive advantages.

Advertising 52

Advertising Economics License Engineering 52

James Hendries

OCTOBER 25, 2022

The three factors for defining a recession are depth, diffusion, and duration – conveniently referred to as the “three D’s.” Depth refers to declining economic activity that is more than a relatively small change. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economics Economy 52

ClearMoney

DECEMBER 5, 2021

Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020. Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. Alexandra Harney and Steve Stecklow, “Twice Burned – How Mt.

Commission 52

Commission Retail Sales Distribution 52

Envision Wealth Planning

MARCH 17, 2022

Making things worse, many people simply refer to any financial professional as a financial advisor. By contrast, the term investment advisor (also spelled as “adviser” see below) is a legal term that refers to an individual or company. It is best to clarify what registrations, licenses, and professional designations your person has.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

James Hendries

DECEMBER 12, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

Clients 52

Clients Economy Investment Advisor License 52

Validea

AUGUST 6, 2024

Popularized by Warren Buffett, an economic moat refers to a company’s ability to maintain competitive advantages over its rivals, protecting its long-term profits and market share. Intangible assets: Patents, licenses, and regulatory approvals can provide lasting advantages.

Economics 52

Economics Engineering Manufacturing License 52

Steve Feinberg

NOVEMBER 9, 2021

Referring back to this original idea can help you make business decisions later on as well. Obtain All Necessary Permits and Licenses: Inquire with state representatives and industry officials about any special licenses you need to do business in New Hampshire.

Taxes 52

Taxes Business Planning Budgeting License 52

WiserAdvisor

MAY 31, 2022

From opening bank accounts, applying for loans, filing licenses, opening investment accounts to buying a home – everything is now online. For future reference, try to keep a written record of the complaint you register. Ideally, you should know if the person offering to sell securities has the authority and the license to do so.

Investing 52

Investing Investments License Accounting 52

Validea

APRIL 19, 2024

The “Magnificent 7” refers to a group of seven elite large-cap technology companies that have delivered outstanding long-term returns and growth. Microsoft (MSFT) , which develops, licenses, and supports software products, services, and devices worldwide, gets a perfect 100% score from the Buffett and Lynch models.

Sales 52

Sales Manufacturing License Economy 52

James Hendries

OCTOBER 4, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

Clients 52

Clients Economy Investment Advisor License 52

James Hendries

SEPTEMBER 8, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

Clients 52

Clients Investment Advisor License Economics 52

James Hendries

JULY 13, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

Clients 52

Clients Investment Advisor Economy License 52

Clever Girl Finance

DECEMBER 21, 2022

Making a profile and getting verified on a website like TrustedHousesitters can help you start finding gigs around the world, especially if you have some references. License some music. Licensing your music can make you some cash. You can also housesit as a way to travel for free. Get cash back for online shopping.

Advertising 111

Advertising Accounting License Investments 111

Diamond Consultants

JANUARY 17, 2023

For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during due diligence. And if home office supervision isn’t an option, do I see a strategic benefit to obtaining a Series 9, 10, or 24 license and becoming my own OSJ?

Compliance 52

Compliance License Engineering Management 52

Clever Girl Finance

NOVEMBER 22, 2022

Financial abuse refers to an abuser’s ability to use money and economic well-being to control, manipulate, and dominate their victim. A few documents you should try to collect before leaving include: Driver’s license, state ID, or passport (if you have one). Marriage license. What is a financially abusive relationship?

Accounting 96

Accounting Banking Planning Certification 96

James Hendries

NOVEMBER 3, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

Clients 52

Clients Asset Allocation Economics Assets 52

James Hendries

AUGUST 15, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views orstrategies discussed are suitable for all investors or will yield positive outcomes.

Clients 52

Clients Marketing Marketing Economy 52

James Hendries

AUGUST 3, 2022

References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.

Marketing 98

Marketing Marketing Economy Valuation 98

ClearMoney

NOVEMBER 4, 2021

Stock price momentum generally refers to the tendency of stocks with relatively high prior returns to continue their relative outperformance. Momentum: Stock price momentum generally refers to the tendency of stocks with relatively high prior returns to continue their relative outperformance. Dimensional Japan Ltd.,

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52