Use these tips for hiring a financial security Advisor

When selecting a financial security advisor (such as Robert Yancovitch) isn’t an easy task. There are scores of professionals out there who have hung out a shingle and made claims to be qualified to manager your money for you. How do you know which one to hire? Here’s the great news: There are some things you can do to ensure that you are hiring the right financial security advisor for you.

Do your research

Before you hire someone to manage your money, remember that that person will have access to your entire financial life, including some very personal information. Before you hire them, make sure you know all you need to know about them. Reputable financial advisors are always willing to answer any questions you may have. They want to help you to feel at ease about hiring them, confident that they are the kind of person that you want to entrust with the task of handling your money. If a potential financial advisor is hesitant to answer questions about himself, don’t hire him. You could also consult with an experienced FINRA arbitration attorney to better understand what are the signs and cases that make for a bad financial advisor. For instance, if they have been known to engage in account churning or something of the sort, you wouldn’t want to hire them.

Financial Advisor Talking To Senior Couple At Home

Check their qualifications

It’s easy for anyone to say he is qualified to manage your money and investments, but he has to be able to prove it. Don’t just ask what professional designations he has; ask him what that means. What types of investments are they qualified to manage? You have every right to ask questions about the kind of qualifications a potential financial planner has before you agree to hire him.

Play detective

Don’t always take a potential advisor at his word. Consult industry databases to find out whether the person is actually who he says. Are they reliable and trustworthy? What if they have a drug dependency that you do not know about? You can never really tell unless you choose to conduct a drug and health screening before hiring them (look these up). Also, you need to trust your instincts. If you find something that looks out of whack, it’s worth being suspicious. As with any professional service, it’s important to hire someone who is reliable and above board. A reputable financial security advisor like Robert Yancovitch will have no issues backing up any of the claims he makes about his education, experience, or other qualifications.


Speaking of qualifications, bear in mind that it’s not enough to have studied finance in college if one wants to be a financial security advisor. To be qualified to provide certain types of financial advice, there are certain licenses that the advisor needs to hold. Ask for proof that any potential advisors you considering hiring have the necessary licensing requirements. Without those, it’s not only ill advised to allow that advisor to manage your investments, it could also be illegal.

If you are looking for financial services that are trustworthy and that will be performed by someone who will help you to grow your investment portfolio toward your financial goals, Robert Yancovitch is the advisor for you. He will help to ensure that your portfolio works as hard for you as possible, so you can relax in the knowledge that your nest egg is getting larger all the time.