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Secret #2: Continued…
If your financial planner is a CFP®, Certified Financial Planner, then there is
another place you can find information.
The second place to look is on www.Letsmakeaplan.org. Here you can find out if
your financial planner is actually certified.
If you are working with a CERTIFIED FINANCIAL PLANNER, that license will
override the designations such as the series 65 and series 66 you will find in the
above site. In other words, if you cannot find your advisor in brokercheck.com,
but he/she is found in the below search, that just means they are solely acting as
an investment advisor, versus acting as an agent or registered representative at a
Broker/Dealer. It’s not bad.
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