How they help
Our investment specialists are registered representatives and are able to provide guidance on investment retail products. They can:
- Help clarify your investment recommendations.
- Review the performance of your portfolio.
- Discuss investment strategies that may be appropriate for you.
- Provide you with additional market research.
- Review and explain your notifications.
- Offer instruction on adviceDirect's tools and help you transfer assets.
Investment specialists are available Monday through Friday from 8 a.m. to 8 p.m. (ET)
About our specialists
I enjoy speaking with clients so they are able to feel confident and find the investments that meet their profile.
— Jeff Pentney CFA, adviceDirect Investment Specialist
I’m always interested in reviewing client portfolios to ensure they are appropriately invested to meet their long term goals.
— Alex Simpson, adviceDirect Investment Specialist
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