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Julian Morris Has Been Admitted to the Paladin Registry for Financial Professionals
Investor Watchdog announced Julian Morris was awarded a 5 star quality rating and admitted to the Paladin Registry of Financial Professionals.
By: Investor Watchdog
Investor Watchdog uses a proprietary algorithm to measure the quality of advisor credentials, ethics, and business practices. Professionals must score in the top 10% of Watchdog’s vetting process to be profiled in its Paladin Registry. Visit http://www.PaladinRegistry.com.
Jack Waymire, Investor Watchdog’s founder said, “The Watchdog team has been providing free information services to investors since 2003. Our role is to gather data from advisors, screen the data using Watchdog analytics, and produce reports that help investors make informed decisions when they select, retain, and replace financial professionals.”
Julian Morris (Boston, MA) has worked in the financial services industry for 9 years. He received a BA degree from the University of Wisconsin-Madison. He is a Certified Financial PlannerTM, as well as a Chartered Financial Consultant® and a Chartered Retirement Planning Counselor®. Morris provides planning and investment services to businesses, non-profits, corporate pension funds, individuals and families. See Morris’ online profile at http://www.paladinregistry.com/
Waymire added, “Selecting a high quality financial professional sounds easy, but it is not. First, all advisors claim to be ethical financial experts, whether it is true or not. This claim helps them sell investment products. Second, the claims are made in sales pitches so investors have no record of what was said to them. This opens the door to omission and misrepresentation. And third, it is easy for advisors to use deceptive sales practices because they do not have mandatory disclosure requirements. Watchdog creates disclosure that helps investors select and retain advisors with the best qualifications and results, not the best sales pitches.”
Investor Watchdog is an information services company that provides free online tools, data, and guides to investors who use the services of financial professionals. Visit InvestorWatchdog.com’