Company Information

Get to know WiserAdvisor.com

Founded in 1998, WiserAdvisor.com is an online referral service dedicated to helping consumers find and connect with suitable financial advisors. The company's mission is to provide a trustworthy platform where individuals can be matched with vetted professionals, such as Registered Investment Advisers (RIAs) and Certified Financial Planners (CFPs), based on their specific financial needs and geographic location. The service is free for consumers, while financial advisors pay a fee to be part of the network and receive potential client leads.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

Contact

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WiserAdvisor.com

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

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Reviews

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Provided by TrustFinance

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.