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Stock版 - Free Registered Investment Advisor
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1 (共1页)
E***r
发帖数: 1037
1
FYI, tastytrade just launched Quiet Foundation, a Registered Investment
Advisor (RIA) that provides **free** investment advisory services.
http://quietfoundation.com/
After registration, you can import positions from your brokers, run online
assessment on your combined portfolio, and instantaneously get an assessment
report on your portfolio diversification, liquidity, and the probability of
gains or losses, etc. You can further book appointments to discuss your
assessment results.
See also this video for more detailed explanation.
http://www.tastytrade.com/tt/shows/tasty-extras/episodes/quiet-foundation-launch-party-09-26-2018
PS: it does not support futures, options, and OTC stocks yet. Robinhood is
not support yet.
1 (共1页)
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