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How can I find out if a financial professional really holds a CWM title?

My advisor says he’s a Chartered Wealth Manager; I am looking for a database that I can verify with. Any suggestions? Thank you.


Related Topics: Financial Planning
Related Tags: CWM, Financial Advisor
Michael Scott Mullenbach
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By Michael Scott Mullenbach - Raymond James & Associates, Inc
Answered 7 months ago

You will probably need to call if you really want to check. Here’s a useful link from FINRA. http://apps.finra.org/DataDirectory/1/prodesignations.aspx

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