9 Financial Adviser Pick-Up Lines to Watch Out For

Decode financial adviser promises before trusting a professional with your finances.

By Christine Larson

The National Association of Securities Dealers. Explains 60-plus financial designations and provides information on complaint processes and on individuals’ or firms’ track records.

Christine Larson is the coauthor of The 7 Most Important Money Decisions You’ll Ever Make.

Originally published in MORE magazine, November 2006 as "Decoding the Sweet Talk."

What’s your reaction?

Comments

Post new comment

Click to add a comment