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If you decide that you don’t want to “go it alone”, then choosing the right financial adviser can be one of the most important investment decisions you make.
A financial adviser can help guide you along your investing journey. They can help you set goals, build a long-term plan, choose suitable investments, track your progress, and make adjustments to your plan when needed. They can also answer questions about investment products and strategies and keep you motivated to stick to your plan.
Financial advisers may specialize in certain markets, and choosing the right adviser will depend on what products and services you want or need and how much you’re willing to pay for advice.
Visit Choosing a Financial Adviser for information about choosing a financial adviser, how to make the most of the relationship, and why registration is so important.
Although most financial advisers and their firms conduct business fairly, efficiently, and in your best interest, disputes may still arise. To avoid potential problems, visit Dealing with Disputes to learn about what to expect from your financial adviser, and what to do if you feel there has been wrongdoing.
* The term 'financial adviser' includes: securities dealers; advisers; dealing representatives; advising representatives; or other registrants.
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