CONSUMERS

FSP Member Core Values

The Society of FSP's core values are enduring tenets and principles that guide our members' conduct.

  • Education: Earned financial service credentials, continuing education, and access to timely information on the latest developments affecting the profession are the best preparation for serving the needs of the client.
  • Ethics: A professional community must be bound by a shared and enforceable Code of Professional Responsibility.
  • Relationships: The Society of Financial Service Professionals is built upon successful, reciprocal relationships.


Find a Credentialed Financial Professional

Find a Credentialed Professional Now!

When looking for a financial professional, the first step is to define your own needs clearly so you can find an adviser who can handle your specific requirements. The FSP consumer referral service provides names and contact information of credentialed advisers by ZIP code whose practices include the specialties pertinent to your needs.

You can be assured that this referral service will provide you with names of financial professionals who have earned respected credentials in the financial services industry. Membership in FSP signifies a strong commitment to continuing education and ethics. Every Society member pledges to abide by the Society's Code of Professional Responsibility and has earned one or more professional credentials.

View a list of credentials accepted for FSP membership.

NOTE: Not all our members have elected to participate in our online referral service. If you cannot find the adviser you are looking for using our online search, contact us by telephone (800.392.6900) or email us. .

Note to FSP Members

In order for your name to be available in this site, you must be a current regular FSP member AND opt into the consumer referral service.

Click here to opt in.