cover of episode Financial Advice? Who Should You Believe?

Financial Advice? Who Should You Believe?

2024/9/2
logo of podcast Planet Wekeza: Your Money, Business and Investing Culture

Planet Wekeza: Your Money, Business and Investing Culture

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Shownotes Transcript

🎙️ Episode Overview: The Power of Licensed Financial Professionals 💼

In this episode of Planet Wekeza, host Sabrina Lamb dives deep into the importance of working with licensed financial professionals. Discover:

  • 🛡️ The difference between fiduciary and non-fiduciary advisors.
  • 💼 The pros and cons of fee-only vs. commission-based financial professionals.
  • 🚫 The risks of following unlicensed social media advice.
  • ⚖️ Legal penalties for giving unregistered investment advice.
  • 🔍 How to vet your financial advisor using FINRA and SEC resources.

Take control of your financial future with expert guidance from Wekeza’s licensed professionals! 🎯

#FinancialEducation #Wekeza #FiduciaryDuty #InvestSmart

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