Phil's Tax Hacks
Phil's Tax Hacks
Phil Putney
Ep 129: Financial Jargon: Designations and Education
18 minutes Posted Apr 7, 2022 at 9:00 am.
– Having proper qualifications
– RIA or IAR
– The C’s
– Series license
– Education
– Do your homework
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Show notes
Let’s continue our conversation on financial jargon today. We’ll dive into the different designations and licenses you may see when shopping around for a financial advisor. What do they all mean?
 
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