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PolicyWoke

Turbo-charge Your Savings with REPs at PolicyWoke

09 May 2022

Career

How to verify if the person you meet is a registered financial advisor?

One of the co-founders had a scare when he suspected that the person he met is NOT a registered financial advisor. Turns out there was a missing "-" in the representative number stated on the name-card, so it's all good. He'd since suggested that the financial advisor get her name-cards changed to fix the typo.

Here's how you can verify if the person you meet is a registered financial advisor:
https://www.policywoke.com/register-of-represen...

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