Check Capital is a certified financial advisor company that offers unique investment management services to help individuals and businesses build and manage their wealth efficiently.
Afinancial statementthat anauditorhas prepared according to the Generally Accepted Auditing Principles (GAAP). Audited statements are subject to more rigorous standards thanunaudited statementsand, as such, are less prone to errors. An audited statement should not be confused with an auditor's opinion...
As a Certified Financial Planner (CFP), it’s paramount to remain compliant with the regulations set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). These guidelines emphasize transparency, integrity, and investor protection from misleading or fr...
Ask what organizations the planner is regulated by and contact these groups to conduct a background check. (See listing below.) All financial planners who have registered as investment advisers with the Securities and Exchange Commission (SEC) or state securities agencies, or who are associated ...
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