학술논문
Don't expect same services in financial planner or adviser.
Document Type
Article
Author
Source
Houston Business Journal; 12/17/99, Vol. 30 Issue 30, Business reference p13A, 1/3p
Subject
Language
ISSN
02774976
Abstract
Presents tips on choosing a financial planner. Checking the financial planners' affiliation with brokerage companies or financial institutions; Interviewing planners to determine their risk management strategies; Certified Financial Planner designation.