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There is no one license needed to call yourself a financial consultant. To actually trade stocks and bonds you have to pass a test called a Series 7. To sell mutual funds, you must pass a Series 6. To be paid an asset based fee to manage accounts you will need a Series 65. To be paid a fee for advice, you must register as an RIA (Registered Investment Advisor). This does not necessarily require any special licenses.
Which you actually need depends on the time of firm/institution you work for.
What else can I help you with?
Where do you get training to be a loan modification consultant?
First, it is important to check with your state and determine if there are licensing requirements. Most states now regulate who can do loan modifications for compensation. This is due to the recent rise in loan modification scams.
What is the difference between financial adviser and financial consultant?
There is no difference. For instance, I am technically both
Investment consultant rates an hour?
For example, i'm a global financial and investment consultant and my hourly fee is 200 $
What do you call a person that works in finance?
Financial Consultant / Monetary Advisor P.V.S.Gupta, Vizianagaram
Are My Obligations Tax Deductible?
There might be tax advantages. Check out with your accountant or financial consultant.
What is the purpose of a chartered financial consultant?
A chartered financial consultant is a financial advisor with advanced knowledge in wealth accumulation and retirement planning. An advisor who is a chartered financial consultant is an expert in advanced capital accumulation.
What are the requirements to become a debt consultant in the State of California?
To become a debt consultant in California, individuals typically need to have a high school diploma or equivalent, though further education in finance or a related field can be beneficial. They must also be familiar with consumer debt laws and regulations, and it may be advantageous to obtain certifications related to credit counseling or financial advising. Additionally, many debt consultants need to register with the state and adhere to any licensing requirements set forth by the California Department of Justice or other regulatory bodies. Experience in financial services can also enhance credibility and effectiveness in the role.
Financial Consultant?
form_title=Hire a Financial Consultant form_header=A financial consultant can help you plan for short term and long term needs. What is the total of all your assets?=_ Do you have any outstanding loans?= () Yes () No Have you started to plan for your retirement?= () Yes () No () Yes () No Are you currently in debt?= () Yes () No
Where do you get training to be a loan modification consultant?
First, it is important to check with your state and determine if there are licensing requirements. Most states now regulate who can do loan modifications for compensation. This is due to the recent rise in loan modification scams.
How do you say Financial consultant in Japanese?
kinyuu' 金融＝ Financial
What can be considered health and fitness related careers except?
a financial consultant :) APEX
What are some of the certifications that are needed to become a network consultant?
Certification and Licensing to become a network consultant are programming languages, software, and network administration. You can get most of them online.
Can a financial consultant advise me on the purchase of HP common stock?
Many financial advisers can help you with your purchase. To buy a stake in HP, a financial consultant would be recommended. Defiantly talk to a financial adviser before a purchase.
When did Barry Griswell earn his Chartered Financial Consultant designation?
Griswell received his Chartered Life Underwriter designation in 1976 and his Chartered Financial Consultant designation in 1985.
What type of license is required to be a financial planner?
Currently, there is no special licensing requirement to become a financial planner. However, many financial planners earn a certified financial planning (CFP) or chartered financial consultant (ChFC) designation. To become a reputable financial planner in the US, you need to have a CFP Certification conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board), Financial Planners Standards Council in Canada, etc. depending on the country.
What is the difference between financial adviser and financial consultant?
There is no difference. For instance, I am technically both
Investment consultant rates an hour?
For example, i'm a global financial and investment consultant and my hourly fee is 200 $
