Working With an Investment Professional
What you should expect
A qualified investment professional will use their expertise and experience to:
- Understand your goals
- Help you select investments that fit your needs.
- Analyze how changing economic and personal situations may affect you
- Give you timely financial information
Look for a good match
Investment knowledge is only one element in selecting an investment professional.
You’ll also want to find someone:
- Whose investment style complements your needs
- You feel comfortable working with
- You can put your trust and confidence in