Working with a Real Fiduciary Advisor

Are you working with a real fiduciary advisor and what does it mean for you? When working with an advisor, it is important to ask questions to protect your assets and understand if your financial professional is obligated to look out for your best interests.

Recently, our Chief Compliance Officer Edgar Collado discussed topics related to working with an advisor such as key questions to ask and more.

Listen to Edgar’s insights in a series of short videos:

What is a Fiduciary?:

Is My Financial Advisor a Fiduciary?:

Three Duties of a Real Fiduciary Financial Advisor:

Questions You Should Ask a Financial Advisor

How Does My Advisor Get Paid?

To watch the full webinar, visit: 

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