Total Credits: 1 including 1 Specialized Knowledge - Technical
According to FINRA, there are 43 types of investment licenses and 214 designations. Although financial advisors should be transparent professionals always looking out for their client's best interests at all times, several misrepresent their credentials, use phony titles, and misstate facts just to sell investment products. Some aren’t properly licensed, and others hide secrets that can be costly to your clients.
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Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.
About Us: At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.
Thu, May 19, 2022 - 01:30pm to 02:30pm EDT
CPAs, business owners, financial planners, finance directors and anyone with an interest in investing
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