Episode 13 – Common Questions That Investors Should Ask Advisors – Part 2



Whether you are interviewing a new financial advisor or already working with someone, there are some important questions you should be asking to make sure that these professionals are covering and addressing your needs.

In part two of this two-part mini-series, Jose Feliciano and Jeff Feliciano continue to address the questions that you should be asking your financial advisors.

In this episode you will learn:

  • The types of certificates and licenses financial advisors can possess
  • Why investors should be asking if the financial advisor works individually or on a team
  • Why you should know how many clients an advisor serves
  • The importance of communication in the relationship
  • And more!

Tune in as Jose and Jeff Feliciano share how to find the best financial advisor for you! 

Resources: Feliciano Financial Group: (903) 533-8585