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If you aren’t really sure what a custodian is, or what a broker/dealer actually does, or just what exactly CFP® stands for, you certainly aren’t alone.

Request a copy of our eBook: Financial Industry Designations, Explained.  We'll break down some of that jargon and explain what some of those letters and designations mean. It's a quick and easy read, and we think you’ll appreciate the overview.

Financial Industry Designations, Explained

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