Titles, Designations, and Compensation… Oh My!

Updated: Oct 15, 2020



Note: This is a reposted article that I wrote about 3 years ago or so... and I've found it plagiarized in various places on the internet. I'm reposting it here so I can re-claim my copyright rights.

There are so many of these nebulous terms out there, that it’s become almost impossible to determine what any of these titles really mean! I’m going to give you my own impressions on these titles and what it really means to you from inside the financial services industry.

Financial Advisor:

A financial advisor is someone who has multiple products available to meet various insurance and investment needs. They are called a financial advisor because they n