English Wikipedia - The Free Encycl...
Download this dictionary
Financial adviser
A financial adviser (or advisor) is a professional who renders financial services to clients. According to the U.S. Financial Industry Regulatory Authority (FINRA), terms such as financial adviser and financial planner are general terms or job titles used by investment professionals. FINRA describes the main groups of investment professionals who may use the term financial advisor to be: brokers, investment advisers, accountantslawyersinsurance agents and financial planners.Additionally, it's key for financial advisors to understand how increasingly important investors are to the continued success of their firms.

See more at Wikipedia.org...


© This article uses material from Wikipedia® and is licensed under the GNU Free Documentation License and under the Creative Commons Attribution-ShareAlike License