What is the difference between Flexible Ria vs Flexible Financial Advisor?
Career: Flexible Ria
| Aspect | Flexible Ria | Flexible Financial Advisor |
|---|---|---|
| Certifications | Series 7, 63, or 65 licenses | CFP, Series 7, 66/65 licenses |
| Work Environment | Independent or firm-based, client-facing | Client meetings, financial planning |
| Industry Usage | Financial services, investment management | Financial planning, wealth management |
Flexible Ria professionals typically hold licenses like Series 7 and 66, focusing on investment management and client portfolios. Flexible Financial Advisors often have CFP credentials and provide comprehensive financial planning. Both roles operate in similar environments, but the Ria emphasizes investment products, while the Advisor offers broader financial advice.