Paladin Registry Completes Three Background Checks for Financial Advisors and Financial Planners

June 17, 2010 - PRLog -- Sacramento, CA, June 17, 2010. Financial planners and financial advisors make numerous, unsupported claims about their expertise and ethics when they sell investment products. They get away with false claims because they know very few investors take time to validate the accuracy of their claims.  

Investors make a big mistake when they allow advisors to be their only sources for data that describe their credentials, ethics, and business practices. Investors hear what advisors want them to hear. There is an alternative. Paladin provides a background check service that validates advisor claims for their competence and ethics. This service helps you avoid advisors who omit or misrepresent information to gain control of your assets.
Jack Waymire, founder of the PaladinRegistry.com, recently announced Nick Terezis, Leonard Simpson, and Rick Willoughby have successfully completed Paladin’s Background Check review and received a Financial Advisor Due Diligence certification for online documentation that is maintained on the Registry website. Waymire noted, “These financial planners and advisors believe in full transparency so investors have accurate information when they select financial professionals.”  

Nick Terezis (Steubenville, OH) has worked in the financial services industry for the past 19 years. He received Masters Degrees from Columbia University and Carnegie Mellon University and a Chartered Financial Analyst™ designation from the CFA Institute. Terezis is a fee-only financial advisor who primarily works with clients in Western Pennsylvania. He was admitted to the Paladin Registry with a five star quality rating in 2005. Visit: http://www.paladinregistry.com/advisor/Nicholas.Terezis to learn more about his background and services.

Leonard Simpson (Folsom, CA) has worked in the financial services industry since 1988. He received his BS degree from Florida International University and
a Certificate in Personal Financial Planning from the University California Davis. Simpson is an acknowledged fiduciary who provides financial planning and investment advisory services for fees. He was admitted to the Paladin Registry with a five star quality rating in 2006. Learn more about Simpson at http://www.paladinregistry.com/advisor/Leonard.Simpson.

Rick Willoughby (Phoenix, AZ) has worked in the financial services industry for the past 12 years. He received his Accredited Asset Manager Specialist™ and Accredited Wealth Manager Advisor™ designations from the College for Financial Planning. Willoughby provides planning and investment services for fees and commissions He was admitted to the Paladin Registry with a five star quality rating in 2008. You can read his profile at http://www.paladinregistry.com/advisor/Rick.Willoughby.

ABOUT PALADIN REGISTRY
In 2003, Paladin began providing information services to investors who use the services of financial planners and financial advisors. Paladin services include: Background Checks, Quality Ratings, Online Documentation, and a web-based Match Service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit www.PaladinRegistry.com for more information.

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Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.