FINRA Reviewed Resource – Tips for Consumers: Selecting an Advisor (Downloadable)

Posted on October 14, 2016

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Resource Description
Many savers will look to a financial advisor for help planning for retirement. But what type of advisor is right for them? This resource will help outline considerations for prospective clients and can help facilitate a conversation regarding how an advisor can match their needs.
 
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Your download includes a PDF of the resource mentioned above. Your item will be available for you to download from your transactions for up to 1 week. IRI also offers bulk printing on demand. If you are interested in bulk printing (printing 1000+ copies), please contact IRI at iri@irionline.org for special pricing.

FINRA Letter
Included with your download is a letter asserting that the aforementioned resource has been FINRA reviewed. As such, manipulation of this document is strictly prohibited and may void the FINRA clearance. All information in the aforementioned document is provided on an "as-is" basis, without warranties of any kind, express or implied, including the implied warranties of fitness for a particular purposes, merchantability, and non-infringement. In no event will IRI be liable to any party for any direct, indirect, special or consequential damages for use of this document.