Thursday 6 February 2014

Professional Financial Advisor & Investment Planning


A financial advisor, professional who renders some financial services to the clients. According to US Financial Industry Regulatory Authority (FINRA) are the terms like, financial advisor, & the financial planner are some of the general terms or job titles which is used by the investment professionals & not denoting any specific designations. 
Financial advisors provide clients or customers with some financial products & the services, which depends on the license they hold. 

Mutual Fund advisors
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Generally a financial advisor, compensated through the fees, commissions, or a combination of both. An adviser is often someone with a lot of and deeper data in an exceedingly specific space and typically additionally includes persons with cross useful and multidisciplinary experience.

3 comments:

  1. In this life, we need experts that can help us with everything that we need. Only with the right guidance can we reach the success that we want. It's best that we get these things the right way. certified financial planner association

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  2. Happy to know about this financial advisor and investment planning. Couple of months ago, needed expert financial advice and visited a renowned certified financial advisor Las Vegas and he provided good information.

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  3. Thank you for sharing such amazing information. If you are looking for top advisory in Indore, visit Trade Nivesh.

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