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  2. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]

  3. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance , they advise clients on investments, insurance, tax, retirement and estate planning.

  4. Series 7 exam - Wikipedia

    en.wikipedia.org/wiki/Series_7_Exam

    In the United States, the Series 7 exam, also known as the General Securities Representative Exam (GSRE), is a test for entry-level registered representatives, that demonstrates competency to buy or sell security products such as corporate securities, municipal securities, options, direct participation programs, investment company products and variable contracts.

  5. Pros and cons of hiring a financial advisor - AOL

    www.aol.com/finance/pros-cons-hiring-financial...

    A financial advisor can be a wonderful resource for getting your finances in order, offering you expert advice across a range of financial matters. But financial advisors are not all created equal ...

  6. How to become a financial advisor - AOL

    www.aol.com/finance/become-financial-advisor...

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  7. How much does a financial advisor cost? - AOL

    www.aol.com/finance/much-does-financial-advisor...

    Financial advisors may also charge by the hour, with rates ranging from $200 to $500 and up. Hourly fees might be used for specific projects, such as developing an overall financial plan or estate ...

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