The License Your Advisor Has Changes Everything

Do you know what licenses your financial advisor actually holds?

There's a meaningful difference between a Series 6, a Series 7, and a Series 66 — and it determines what products and advice someone is legally allowed to offer you. Series 6 holders are often insurance agents who can sell annuities and select mutual funds. That's not bad, but it's limited. If you're looking for broader investment guidance, knowing the difference protects you.

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Видео The License Your Advisor Has Changes Everything канала Fruition Personal Finance