Series 6, 7, 63, 65, 66 And The CFP — What Do Advisors Need To Know About Credentialing?
The world of investment and financial advice has never been more complicated. Understanding the web of available licenses and credentials can help you to more effectively position yourself for a move to an independent advisor model, whether as a Registered Investment Advisor, RIA, or as an independent broker-dealer, or as a hybrid of both, with [...]