Myfinancialadvice pre-screens every advisor within our network
using a third party background check service to verify that they have met our
strict professional standards. Our advisor requirements are as follows:
-
3 years of relevant work experience
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Licenses and credentials, which allow them to practice in their area of
expertise in good standing
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Clean regulatory and criminal history
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Acceptance of Myfinancialadvice Ethical
Code
Additionally, we certify those advisors that have one or more of the
following licenses or designations. Their license status has been
reviewed by an independent third party within the past 12 months and
must be in good standing at the time of that review. No other licenses
qualify an advisor for membership:
Depending on which license(s) an advisor has, Myfinancialadvice will allow an
advisor to provide advice only in specific categories or service areas.
Click here to view the Myfinancialadvice Practice Area Matrix.