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2. Betterment (company) - Wikipedia

   en.wikipedia.org/wiki/Betterment_(company)

   Betterment is an American financial advisory company which provides digital investment, retirement and cash management services. [2] The company is based in New York City, registered with the Securities and Exchange Commission, [3] and a member of the Financial Industry Regulatory Authority. It is a registered investment advisor and broker-dealer.

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

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

   Wealthramp. Wealthramp is a platform that helps you find local, fee-only financial planners. You take a short quiz about your finances and answer questions to gauge your investment style and ...

4. Merrill (company) - Wikipedia

   en.wikipedia.org/wiki/Merrill_(company)

   Merrill employs over 14,000 financial advisors and manages $2.8 trillion in client assets ($3.4 trillion for Global Wealth and Investment Management). The company also operates Merrill Edge, a division for investment and related services, including call center counsultancy.

5. Category:Defunct financial services companies of the United ...

   en.wikipedia.org/wiki/Category:Defunct_financial...

   C2it. Capital Acquisitions and Management Corporation. CardSystems Solutions. Cassatt & Company. Central Carolina Bank and Trust. Citizens National Bank (Laurel, Maryland) Cogan, Berlind, Weill & Levitt. Commodities Corporation. Countrywide Home Loans, Inc.

6. 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 ...

7. 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 ...