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2. Cetera Financial Group - Wikipedia

   en.wikipedia.org/wiki/Cetera_Financial_Group

   Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

3. How COVID-19 Has Changed Financial Advisor and Client ... - AOL

   www.aol.com/covid-19-changed-financial-advisor...

   Image shows a financial advisor taking a video call meeting. SmartAsset's study looks at how financial advisors are communicating with clients during COVID-19, and how investor-advisor ...

4. Edward Jones Investments - Wikipedia

   en.wikipedia.org/wiki/Edward_Jones_Investments

   Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations and 19,000 financial advisors. The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business owners.

5. Registered investment adviser - Wikipedia

   en.wikipedia.org/wiki/Registered_investment_adviser

   Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...

6. How to choose a financial advisor: 6 tips for finding the ...

   www.aol.com/finance/choose-financial-advisor-6...

   Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...

7. Ask an Advisor: My Advisor Wants Me to Put 50% of My ... - AOL

   www.aol.com/finance/ask-advisor-advisor-wants...

   Leaving money to heirs. You can typically choose an annuity payout option that will leave a remainder benefit to an heir in the form of a reduced payment, such as 50%. However, you generally ...

8. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   A Registered Investment Adviser (RIA) refers to an IA that is registered with the SEC or a state's securities agency and typically provides investment advice to a retail investor or registered investment company such as a mutual fund, or exchange-traded fund. Registered Investment Advisors are regulated by either the SEC or by the individual ...

9. AOL Mail

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