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If the advisor is working with the general public, they have to hold a Series sixty five license. Besides that license, there are many other financial advisor credentials the advisor could keep, based upon the products and services that are furnished.
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Think about the comparison concerning a financial advisor vs . a financial planner like a funnel with the financial advisor on top. Continuing using this analogy in the funnel and going further more down, a financial planner is really a form of financial advisor.
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