John Iammarino - Tips On Selecting An Investment Advisor

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John Iammarino - Tips On Selecting An Investment
Advisor

• Learn how to select an investment advisor that
  benefits you and can help you handle your money
  wisely.

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Here are a few tips that can help you choose the
right investment advisor.

• 1. Ask about experience.
• Select an investment advisor that has experience
  in the areas of investment or finance that
  interest you and meet your needs.

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2. Demand respect.

• An investment advisor should treat you with
  respect and prioritize your needs no matter how
  much or how little money you have to invest.

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3. Ensure that you're protected.

• Choose an investment advisor that guarantees your
  investments will be protected with investment
  insurance, which is often called "errors and
  omissions" insurance.

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4. Get fees in writing.

• Your investment advisor should outline all of the
  fees that will be assessed for services to you
  and provide you with a list of these charges in
  writing.

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5. Obtain a referral.

• Get a referral from your tax preparer,
  accountant, bank manager or even from friends
  with experience in investing.

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6. Determine whether they're realistic.

• The investment advisor you choose should be
  realistic about the risks you're taking with
  investing and the potential rewards.

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7. Check with the SEC.

• Large investment firms are regulated by the
  Securities and Exchange Commission (SEC), which
  has tools that allow you to research an advisor's
  background and investing experience online.

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John Iammarino - An Investment Advisor

• I am an investment advisor and have been in this
  field since over 10 years.
• I helped a large number of people make better
  investment decisions.