What Kind of Investor are You? How do You Relate to Your Financial Advisor?
These two questions are inexorably linked together. Your relationship with a Financial Advisor will hinge on how well he or she understands you and your motivations. This quiz is designed to give you an understanding of how you view investing and what kind of a Financial Advisor would be best for you.
Questmont Investor Personality Quiz
A tool to reveal the kind of investor that you are and why you might make the decisions that you do.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Service, LLC, (Kestra AS) an affiliate of Kestra IS. Questmont Strategic Wealth Advisors, Inc., is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.