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"Advisers are prohibited from selling products to clients.  They must have at least three years of experience in their area of specialty.   They must also have clean disciplinary records with regulators and pass crimal background checks."

The Baltimore Sun, February 15, 2004

Practice Matrix
The license matrix below shows the type of financial advice that an advisor may provide on Myfinancialadvice based on their professional certifications and designations.

Mortgage Professional (MP) Chartered Financial Analyst (CFA) CERTIFIED FINANCIAL PLANNER™ (CFP®) Chartered Financial Consultant (ChFC) Certified Public Accountant (CPA) Personal Financial Specialist (PFS) Enrolled Agent (EA) Series 7 (S7)
Investment        
Planning          
Taxes      
Insurance        
Mortgage and Lending          
Employee Benefits            
Generalist            

 
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Advisers listed on the Myfinancialadvice website offer investment advice in those states in which the adviser is registered, or excluded or exempted from such registration. Advisers listed will give advice only if they are licensed or otherwise qualified under state and federal laws to do so. Review the advisor credentials and offered regulatory brochure of each adviser for details.