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2. 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.

3. How to find a financial advisor near you - AOL

   www.aol.com/finance/financial-advisor-near...

   The XY Planning Network focuses on advisors who cater to Gen-X and Gen-Y clients. The XY Planning search tool can help you connect with a CFP and filter results by niche, specialty or keyword ...

4. 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 ...

5. Pros and cons of hiring a financial advisor - AOL

   www.aol.com/finance/pros-cons-hiring-financial...

   Cons. Unclear fees. Some advisors may be unclear on their fees and when they get paid. But as a client, this is something that you need total clarity on from your advisor. “It is important to ...

6. AOL

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   AOL is a leading online service provider that offers free email, news, entertainment, and more. With AOL, you can access your email from any device, customize your inbox, and enjoy a secure and reliable email experience. Sign in to AOL today and discover the benefits of AOL Mail.

7. AOL Mail

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   Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

8. Ultimate Client Onboarding Checklist for Financial Advisors ...

   www.aol.com/ultimate-client-onboarding-checklist...

   Phase 1: Laying the Groundwork. The first phase of new client onboarding largely revolves around gathering information and completing the necessary paperwork once an investor decides they'd like ...

9. 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 ...