A 6-step guide to choosing the right financial professional for you. (via CNBCMakeIt)
If the professional does have a disclosure, it may not be a deal breaker. Sometimes financial advisors and planners have consumer complaints, but they have been resolved or the event pertains to a personal bankruptcy. If there is anything listed, make sure to investigate it fully before making a decision.organization offers a search tool
Do a quick Google search on any of the professionals you are considering as well, and pay attention to local news and information released by
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