What type of investor are you according to the SEC and does it even matter? Well, the short answer is yes, it matters and you should know what type of investor you are in the eyes of the SEC so you are not missing out on exclusive investment opportunities. The more qualified an investor is, the more investment options they will be able to invest in. It is not always clear how someone qualifies or even what counts towards their qualifications but Aaron explains that in depth in this episode of the Passive Cash Flow Podcast. Maybe you are just getting started and are only a Sophisticated investor or maybe you are past Accredited status and have achieved Qualified Investor. If you are not sure where you fall in this spectrum then this episode is for you!
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00:00 Intro
01:33 Qualified Investor vs Accredited Investor: Crucial Information
03:53 What is an Accredited Investor
04:38 Advantages of Accredited Investor status
06:37 What is a Qualified Investor
09:28 Advantages of Qualified Investor status
13:43 Have a good investment strategy
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This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.
