Company Information

Get to know MyPerfectFinancialAdvisor

MyPerfectFinancialAdvisor, LLC operates as an impersonal financial advisor referral service. The company's mission is to simplify the process of finding a trustworthy financial professional by connecting users with pre-screened, fiduciary financial advisors. They utilize a proprietary algorithm combined with a human concierge team to match clients based on their unique financial needs, goals, and personal preferences. The service is free for consumers, as the company is compensated by the financial advisors who are part of its network.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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MyPerfectFinancialAdvisor

United States

Founded in

N/A

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.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

FSCA

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.