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SoFi was founded in 2011 as a student loan refinancing company. In 2019, SoFi — , short for Social Finance — expanded into investment services, offering a user-friendly platform to new investors.
Known for stock ideas across many categories and themes. Motley Fool’s Stock Advisor service claims its recommendations have beaten S&P 500 substantially over time.
2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
Investopedia is a global financial media website headquartered in New York City. Founded in 1999, Investopedia provides investment dictionaries, advice, reviews, ratings, and comparisons of financial products, such as securities accounts. It is part of the Dotdash Meredith family of brands owned by IAC. [1] [2]
SoFi Active Investing SoFi’s fractional share plan allows clients to purchase partial shares of stock and reinvest any dividends in them, too, helping get all your money working for you.
Western & Southern Financial Group, also commonly referred to as Western & Southern, is the Cincinnati, Ohio-based parent company of a diversified group of financial services subsidiaries with $112.2 billion in assets owned and managed as of Dec. 31, 2023. [2]
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