Robots, Dorks or Old Men
eBook - ePub
Available until 29 Sep |Learn more

Robots, Dorks or Old Men

Finding the right financial advisor for YOU!

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub
Available until 29 Sep |Learn more

Robots, Dorks or Old Men

Finding the right financial advisor for YOU!

Book details
Table of contents
Citations

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Yes, you can access Robots, Dorks or Old Men by Dr. Jason Van Duyn in PDF and/or ePUB format, as well as other popular books in Negocios y empresa & Toma de decisiones. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Outskirts Press
Year
2023
ISBN
9781977203342
Topic
Negocios y empresa
Subtopic
Toma de decisiones

Table of contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Table of Contents
  5. 1. The Importance of Choosing the Right Advisor
  6. 2. Who Are Brokers?
  7. 3. How Do Brokers Work?
  8. 4. What’s the Bottom Line on Brokers?
  9. 5. Who Are Investment Advisor Representatives?
  10. 6. How Do Investment Advisor Representatives Work?
  11. 7. What’s the Bottom Line on Investment Advisor Representatives?
  12. 8. Who Are Dually Registered Advisors?
  13. 9. How Do Dually Registered Advisors Work?
  14. 10. What’s the Bottom Line on Dually Registered Advisors?
  15. 11. What are Discount Brokers and Robo-advisors?
  16. 12. How Do Discount Brokers and Robo-advisors Work?
  17. 13. What’s the Bottom Line on Discount Brokers and Robo-advisor?
  18. 14. Who Are Dually Registered CFPÂŽ Professionals?
  19. 15. How Do Dually Registered CFPÂŽ Professionals Work?
  20. 16. What’s the Bottom Line on Dually Registered CFP® Professionals?
  21. 17. Final Thoughts on Choosing the Right Advisor