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Understanding Your Advisor's Designations
Finding a financial professional can be a daunting task. There are literally thousands of people who
work with portfolios and retirement accounts in the United States, and choosing the right one for you
can seem impossible. How do you choose a needle from a seemingly endless stack of needles? Financial
professionals understand this problem, and do everything that they can to differentiate themselves from
their competitors. Financial advisors have different educational backgrounds, experiences, and work with
different companies - all of which leave you with a host of variables with little solid ground to judge
them by.
This is why special designations were created. They level the playing field, allowing investors to see which
advisors have gone that extra step to make themselves the most qualified professionals. Designations are
often earned through required coursework and examinations that test an advisor's knowledge in various
specialized areas. Some designations are designed specifically for advisors who work with retirees, while
other designations show specialization in insurance or business. No two designations are exactly alike, and
some are more reknowned than others.
We at WiserAdvisor have taken it upon ourselves to de-mystify some of the most commonly used designations,
and hopefully answer the basic questions that you might have about what the designation means. We have also
provided you with some helpful links to direct you to the organizations that confer each of them. Use the
menus to jump to the particular designation, license or organization that you are interested in.
WiserAdvisor strives to bring you the most comprehensive listing of qualified financial professionals on the internet.
If you are interested in speaking with one of our professionals, please give us some brief information on our
matching page.
To get contacted by your ideal financial advisor,
click here
NASD Rule of Conduct 2210
Prohibits brokerage firms and brokers registered with NASD from referencing nonexistent or self-conferred degrees or designations or referencing legitimate degrees or designations in a misleading manner.
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