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

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.