Fund My Stuff » Advisor http://fundmystuff.com Help me finance my projects and get visitors to your site! Tue, 07 Sep 2010 19:00:09 +0000 en hourly 1 http://wordpress.org/?v=3.0.1 Starting my own firm financial planning and ... http://fundmystuff.com/starting-my-own-firm-financial-planning-and-investment-advisor.html http://fundmystuff.com/starting-my-own-firm-financial-planning-and-investment-advisor.html#comments Sun, 18 Apr 2010 05:54:44 +0000 Fund My Stuff http://fundmystuff.com/starting-my-own-firm-financial-planning-and-investment-advisor.html Hello I am wanting to start me own firm for financial planning and investment advisor. Do I need to get my Series 6 or 7 or Series 63 or 65 I am really confused on what I need You would think in college they would have covered this, but they didn’t . Also can you [...]]]>

Hello I am wanting to start me own firm for financial planning and investment advisor.
Do I need to get my Series 6 or 7 or Series 63 or 65 I am really confused on what I need
You would think in college they would have covered this, but they didn’t . Also can you tell me what each series 6-7 etc is exactly for.
Thanks for your help in advance. RL

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]]> http://fundmystuff.com/starting-my-own-firm-financial-planning-and-investment-advisor.html/feed/ 1 What is is the average fee paid to a ... http://fundmystuff.com/what-is-is-the-average-fee-paid-to-a-financial-advisor.html http://fundmystuff.com/what-is-is-the-average-fee-paid-to-a-financial-advisor.html#comments Thu, 18 Mar 2010 16:39:40 +0000 Fund My Stuff http://fundmystuff.com/what-is-is-the-average-fee-paid-to-a-financial-advisor.html we are interviewing financial advisors to help us invest about 250k in mostly cash some stocks/mutual funds. what is a reasonable fee to expect to be charged on an account of this small size by a fee-only financial advisor? is it worth it? © Fund My Stuff for Fund My Stuff, 2010. | Permalink | [...]]]>

we are interviewing financial advisors to help us invest about 250k in mostly cash some stocks/mutual funds. what is a reasonable fee to expect to be charged on an account of this small size by a fee-only financial advisor? is it worth it?

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]]> http://fundmystuff.com/what-is-is-the-average-fee-paid-to-a-financial-advisor.html/feed/ 2 Where can I find a waiver for a financial ... http://fundmystuff.com/where-can-i-find-a-waiver-for-a-financial-advisor.html http://fundmystuff.com/where-can-i-find-a-waiver-for-a-financial-advisor.html#comments Sun, 07 Mar 2010 21:52:06 +0000 Fund My Stuff http://fundmystuff.com/where-can-i-find-a-waiver-for-a-financial-advisor.html I’d like to become a parttime unlicensed financial advisor to help people get out of debt and offer simple investment advice. Where can I get a form that waives my liability? Or for that matter, since I’m not licensed and independent, should I have any other concerns? © Fund My Stuff for Fund My Stuff, [...]]]>

I’d like to become a parttime unlicensed financial advisor to help people get out of debt and offer simple investment advice. Where can I get a form that waives my liability? Or for that matter, since I’m not licensed and independent, should I have any other concerns?

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]]> http://fundmystuff.com/where-can-i-find-a-waiver-for-a-financial-advisor.html/feed/ 1 Need to find a good financial advisor related ... http://fundmystuff.com/need-to-find-a-good-financial-advisor-related-to-my-filing-of-chapter-13-bankruptcy.html http://fundmystuff.com/need-to-find-a-good-financial-advisor-related-to-my-filing-of-chapter-13-bankruptcy.html#comments Sun, 07 Mar 2010 08:35:59 +0000 Fund My Stuff http://fundmystuff.com/need-to-find-a-good-financial-advisor-related-to-my-filing-of-chapter-13-bankruptcy.html Here is my current situation, I have the trustee meeting coming up very soon and I need to talk to a financial expert to go over my finances and to finally decide on what to do. Currently I have filed chapter 13 but the more I think of it I feel like chapter 7 would [...]]]>

Here is my current situation, I have the trustee meeting coming up very soon and I need to talk to a financial expert to go over my finances and to finally decide on what to do.

Currently I have filed chapter 13 but the more I think of it I feel like chapter 7 would be the best option but I need help!

any recommendations?? thoughts?

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]]> http://fundmystuff.com/need-to-find-a-good-financial-advisor-related-to-my-filing-of-chapter-13-bankruptcy.html/feed/ 2 How can I become a Financial Advisor? http://fundmystuff.com/how-can-i-become-a-financial-advisor.html http://fundmystuff.com/how-can-i-become-a-financial-advisor.html#comments Sun, 07 Mar 2010 07:44:30 +0000 Fund My Stuff http://fundmystuff.com/how-can-i-become-a-financial-advisor.html I have no college degree but have strong skills in dealing 1 on 1 with clients. Ive never worked for a bank or a financial firm. I am currently the Service Manager at Ethan Allen Home Interiors and speak and sit with clients on a daily basis. I would like to learn how to become [...]]]>

I have no college degree but have strong skills in dealing 1 on 1 with clients. Ive never worked for a bank or a financial firm. I am currently the Service Manager at Ethan Allen Home Interiors and speak and sit with clients on a daily basis. I would like to learn how to become an Advisor and get into a good firm and work my way up the ladder. Are there any training classes or anything I can do to work towards that? I am 23 years old and living in Clearwater, Fl. Can anybody help me?

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