Fraud Warning believes there are three types of Financial Advisors:

  1. Experienced, qualified, properly licensed, certified financial advisors.
  2. Inexperienced financial advisors who are just starting out.
  3. Unqualified advisors who present fake credentials, make use of self conferred titles, and use non-financial credentials inappropriately.

Types of advisors and professionals we are trying to promote:


Qualified Advisors: The StarRating calculation formula is specifically designed to reward financial advisors who have worked hard to achieve a level of respectability and professionalism in the financial services industry by properly educating themselves, by maintaining the proper licenses, by affiliating and networking with respectable financial organizations and by giving good financial advice.



A Certified Financial Planner© (CFP©), Chartered Financial Consultant (ChFC), Chartered Financial Analyst (CFA), Certified Retirement Counselor (CRC), Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC) or similarly credentialed advisor who is properly licensed, has a clean background, is experienced and is well rounded in other areas; will have an excellent StarRating that will likely be Four or Five Stars.


New Advisors:  Inexperienced financial advisors who are just beginning their career can use the StarRating system from as a guide in order to become a well rounded and qualified financial advisor.



Types of advisors we are trying to help the investing public avoid:


Fraudulent Advisors:  The service is specifically designed to weed out inferior and illegitimate advisors who are using fake financial credentials to puff up their resumeā€² and then in turn use these credentials to sell inappropriate and/or fraudulent financial products to unsuspecting and uninformed investors.


What is trying to Accomplish:

We believe that in most cases, our AdvisorRating© formula will help consumers eliminate unqualified advisors from serious consideration.  Of course, nothing is perfect, but making good use of the AdvisorRating© service is far better than using nothing at all.  In fact, we believe that using to locate a financial advisor is easier, faster and better than combining all of the free, public services together . 


Contact us via telephone or email if you have questions about our criteria.


Click here to sign up immediately and get your StarRating© today.


Click here for more information.



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