Technically, there are no formal regulations requiring any education. However, most employers prefer those who have a college-level education.
Giving financial advice as a profession or practice is regulated and an exam must be passed. The three professions considered to be financial advisors are stock brokers, insurance producers, and investment advisor representatives.
Baltimore-Washington Financial Advisors was created in 1986.
You can search on FINRA.org. FINRA is the national regulatory agency for financial advisors.
American Express Financial Advisors, now known as Ameriprise, is a company that provides consulting regarding clients' investments. Information about Ameriprise can be found on the company's website, which explains how to choose a financial advisor and what investment products are available. The site also provides contact information.
Financial advisors typically require a college degree in finance, as well as training specific to the industry. Typically you will need also need your Series 7 and Series 66 licneses to work.
There are a number of websites that provide directories, recommendations, and reviews of independent financial advisers in the United Kingdom. Popular websites are Unbiased, Independent Financial Advisors Guide, and the Association of Professional Financial Advisors.
In 2005, American Express Company spun-off its American Express Financial Advisors unit to to American Express shareholders. In the transaction, American Express shareholders received 100% of the common stock of Ameriprise Financial, Inc. (formerly American Express Financial Corporation) IDS Property & Casualty Insurance Company is owned by Ameriprise Financial, Inc.
Financial advisors tell you about what's best for you and your money. A financial advisor definitely can help you find ways to make debt easier to get out of.
There are different types of advisors for specific subjects. These advisors are experts and often practitioners in the same field. Some examples of advisors are financial advisors, insurance advisors, health care advisors and medical advisors.
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Many financial advisors have college degrees in related areas - most directly, in business or economics, though many science, engineering and mathematics graduates also do become financial advisors. Typically, one also needs to study finance and take exams for professional certification after college.
There is typically financial assistance at every college/university. If there is a particular school you are interested in, go and visit with advisors and also the financial aid office to get the answers you are looking for.