Talk of The Villages Florida - View Single Post - Cebert Wealth/Morgan Stanley
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Old 12-03-2013, 04:24 PM
JourneyOfLife JourneyOfLife is offline
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I don't know anything about that firm.

But if I were considering using any Brokers, Brokerage Firms, Investment Adviser Representatives or Investment Adviser Firms... I would look up both the firm and the adviser to check out their credentials at FINRA's website (Financial Industry Regulatory Authority). FINRA has an online brokercheck tool.

I would also check that tool to see if there are any disclosure events (i.e., complaints, regulatory actions, etc).

FINRA also provides a lot of educational material that should be helpful.