When working with Advisory Accounts I am a Fiduciary. As a Fiduciary I put my client needs first. Foremost, it's the right thing to do. Here's a definition taken from Investopedia which offers a detailed explanation.
What Is a Fiduciary?
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.
A fiduciary might be responsible for general well-being, but often the task involves finances—managing the assets of another person, or of a group of people, for example. Money managers, financial advisors, bankers, accountants, executors, board members, and corporate officers all have fiduciary responsibility.
As a Fiduciary when working with advisory accounts, I will work with clients to provide investment solutions in the best interest for the client.
Series 7 - General Securities Registered Representative Exam
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Exam
Series 6 - Investment Company Products/Variable Life Contracts Representative Exam
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