Decoding Financial Advisor Credentials

Money Matters with Greg · May 7, 2026 · 24m · transcript

Those credentials after a financial advisor’s name can either be a meaningful signal or pure noise, and most people are never taught how to tell the difference. We’re opening the hood on the financial advice industry and translating the terms you see on websites, account statements, and disclosures so you can ask sharper questions and feel more confident about who is managing your money.

We start with the basics that often get skipped: the licensing and regulatory foundation. We talk through what it means to pass key securities exams like the Series 7 and the Series 65/66, why firms treat…