If you're going to invest, the most important question should be about his returns for other clients. Also ask about professional qualifications (education, professional organizations, etc.).
Questions should be asked about what services are provided and the fees for each service. You should also ask about previous clients the advisor has helped and success stories.
You should be familiar with what they will charge to use their services. Also what has their historical performance been for their clients. Before handing over any financial information you should know first and foremost what level of certification have they attained? In addition, you should also question if they specialize in any particular area(s) and if they are a fee on advisor or an independent advisor.
Yes, "Financial Advisor" should be capitalized when used as a formal title or when referring to a specific individual. However, if used generically, such as "I spoke to a financial advisor," it is not capitalized.
You will need to get references in order to find out the history of the financial advisor. You should not do an advisor who have some customers that are currently working with.
Not sure if I completely understand your questions. If you are asking if you should take the equity from your home and put it in an IRA then yes. It is always a great idea to put money in different investment accounts. Speak to a Financial Advisor, of Financial Specialist first before making any major decisions. I hope I answered your questions. Good luck.
Well, a personal financial advisor is who help you in so many financial terms and manage all your financial issues perfectly. If you are running a business then you should hire or consult with a financial advisor because he/she will reduce your chances of financial crises or loss.
To find a good financial advisor, some good qualities the advisor should have is knowledge. One cannot be able to be a good advisor if the person does not have enough knowledge.
Yes, the term "Financial Aid Advisor" should be capitalized in a sentence as it is a formal title or job position.
You should check your financial advisors background before deciding to hire him. If you don't you could get yourself in a tight spot with a shady dealer.
Someone interested in finding out about their mortgage and how their credit score is affecting it should make a meeting with their bank. One could meet with a financial advisor who could answer all financial questions.
A good financial advisor could be a friend or aquaintance of yours. However, your bank or credit union would be a good place to look for a financial advisor and a person should always ask for references or credentials.
It is advisable to consult with a financial advisor or lawyer before making any decisions about selling stocks during a divorce.