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WealthVisor.com
United States
01 Sep 2009 (16 Years)
Last online: No recent activity
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Security Information
What are the differences in regulations for each
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.
Company Information
Get to know WealthVisor.com
Company Information
Get to know WealthVisor.com
On the Internet, while detailed reviews of local plumbers are abundant, finding recommendations for professionals that have an impact on your money - insurance agents, tax advisors, or financial advisors - is nearly impossible. They're changing that with WealthVisor.com with a single vision: Make it easy to find an advisor that's recommended most by others just like you. Wealth Visor gives unbiased reviews of insurance agents, tax preparers, and financial advisors written by clients, and helps navigate through the industry jargon. Wealth Visor's management and advisors have deep financial services knowledge, and experience building successful Web sites at companies such as ShareBuilder, Amazon.com, Whitepages.com, Marchex, and Fidelity.
Industry
- Financial InsurancePRIMARY
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