How to find a qualified financial advisor?
These include:asking family and friends for a recommendationusing a newspaper, telephone directory or internet search engineusing a dedicated financial adviser search website
How do I contact my financial advisor?
How do I contact my Financial Advisor? If you work with a Financial Advisor, their contact information is included on your trade confirmations or brokerage account statements. Or sign on to Wells Fargo Online , and select Statements and Documents in the Brokerage menu.
Why should you work with a financial advisor?
Why work with a financial advisorPlan. Everyone has goals and an advisor can work with you to understand those goals, model and quantify your options, confirm the steps you are taking and illustrate alternative plans …Sally and Ben’s financial planning. …Implement. …Implementing Sally and Ben’s financial plan. …Manage. …Managing Sally and Ben’s plan. …The bottom line. …
What to know before hiring a financial adviser?
Before you describe yourself and your circumstances, ask the financial advisor to answer this question. If their typical client fits your description, the advisor could be a good fit for you. You want an advisor who has extensive experience working with people with similar circumstances and concerns.