My investment advisor lost his license. Now what should I do?
It seems most of you here are looking for an investment advisor rather than a financial advisor. We are in a position where our advisor, in Michigan, has had his license revoked. His accounts have been taken over by another group who of course want to change us over to their products otherwise what is it for them? What I need is a "pay for advice" (hopefully one time) advisor to determine in which direction I should go now e.g. Go with this new planner? Seek out an entirely new planner? Pull out and go it alone in say mutual funds? Leave all money in current vehicles? etc.
Anyone been to or can recommend such an individual?
|