Wealth Management Specialist (WMS)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

Designation requires that the advisor have at least a high school education or GED. Advisor takes a self-study course and must pass a certification exam. Coursework designed to give the advisor a better understanding of the fundamentals of wealth accumulation and management of high net worth individuals.


Issuing Organization:

Kaplan niversity/ Dearborn Financial Services


Website:

www.dearborn.com

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Profile

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.