Home / More Financial Terms

More Financial Terms

Original Air Date: August 02nd, 2017

More Financial Terms

Category: Markets & Investments

Laurie Siebert, CPA, CFP^®, AEP^® discusses: “Financial terms continued – advisors, accounts, trusts”

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Valley National Financial Advisors

Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org