WiserAdvisor provides each of our members with a profile that is displayed on our Directory. The Directory is highly-optimized for internet searches, and often appears as the top result when investors search for a financial professional in their local area.

You can customize your profile to include information you think will be relevant to their target audience. Customizable sections include:

• Your mission statement
• Your financial services experience
• Your licenses and designations
• Financial organizations you are a member of
• Your education background
• The type of investments you handle
• The profile of your ideal client

We will also upload your photo and your company logo, and can link to your personal website.

To view an example of a member profile, click here.

Some financial advisors are restricted when it comes to the sort of information that can be displayed on the internet. Because WiserAdvisor understands the importance of being compliant we offer unique solutions to ensure that you are still able to use our service.

We have the capability to alter or restrict the availability of your profile to investors using our service. For example, WiserAdvisor can:

• Keep your profile from appearing in the Directory
• Alter the information displayed on your profile, including the questions that can be displayed or the website you can link to.
• Restrict updates to your profile once it has been approved by compliance.
• Display a disclosure statement on the profile to establish the relationship between WiserAdvisor, your firm and yourself.

If you have questions regarding your use of WiserAdvisor in regards to compliance, please contact us at 703-259-4457.

For more information on how WiserAdvisor can handle your compliance requirements, please visit Compliance Information.