Keys 2 Financial Services Advisors are part of Keys To The City information Highway. Shop local, support local businesses
Before selecting an investment adviser, you should know exactly what services you need, what services the adviser can deliver. Also limitations on what products the adviser can recommend, what services you’re paying for. How much those services cost, and how the adviser gets paid. Also what conflicts of interest the adviser may have when giving you investment advice.
When choosing an investment adviser, check out the firm and its employees. If you have a registered investment adviser. Review the firm’s brochure when you first receive it and when it is updated by the firm. And if you don’t recall receiving the brochure, request it. You can also find the brochure on the SEC’s Investment Adviser Public Disclosure (IAPD) website.
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