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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. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    Edelman Financial Engines. Edelman Financial Engines is an American financial planning and investment advisory company. As of March 2021, it has $291 billion in assets and more than 1.3 million clients. [4] [6] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986).

  4. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...

  5. 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 ...

  6. Financial advisor vs. accountant: What’s the difference? - AOL

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

    Financial advisors are a popular source of information: Of the 57 percent of Americans who sought financial advice in 2023, about 35 percent spoke with a financial advisor — the second most ...

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

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

    Use an online matching tool to find a financial advisor. Online advisor matching tools require you to complete a brief quiz about your financial planning needs and budget. The platform then ...

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