| Who is a Financial Advisor?? |
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Richardus
New Member
Cash: $ 0.60
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Joined: 20 Jun 2011
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Traditionally, the job of a financial advisor has involved buying and selling securities (such as stocks and bonds) on behalf of clients. The change in titles outlined above is supposed to reflect the fact that, rather than being focused primarily on facilitating transactions, financial advisors really should be more like investment advisers and financial planners who take a holistic view of their clients' financial needs and goals.
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Mon Jun 20, 2011 12:40 pm |
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Jail Nation
Contributing Member
Cash: $ 5.40
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Joined: 16 Jun 2011
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Financial advisors in Townsville and many other centres will help you with any financial questions or problems you may have. It is wise to seek such advice at least once in your lifetime – preferably while you are still young enough to benefit from it. It is amazing the number of people who plod along through life without even a budget and then wonder why they are never able to save money, even though they are taking home a good wage.
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Mon Jun 20, 2011 4:41 pm |
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jackmartin055
Full Member
Cash: $ 10.80
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Joined: 24 Jun 2011
Location: UK
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Financial Advisor or Financial Adviser refers to an individual skilled in financial planning. Such a professional will often assist their client in allocating risk according to asset classes that will be appropriate for their unique situation.
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Fri Jul 15, 2011 2:25 pm |
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jonymony
Member
Cash: $ 2.20
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Joined: 26 Jul 2011
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Financial advisor is a professional who makes financial services to individuals, businesses and governments. This may be associated with investment advice, which may include retirement planning, and / or advice on life insurance and other insurance, such as income protection insurance, critical illness insurance.
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Wed Aug 03, 2011 9:20 am |
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davidcosell
Contributing Member
Cash: $ 8.15
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Joined: 02 Aug 2011
Location: helena
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| Who is a financial advisor? |
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the job of a financial advisor has involved buying and selling securities (such as stocks and bonds) on behalf of clients. The change in titles outlined above is supposed to reflect the fact that, rather than being focused primarily on facilitating transactions, financial advisors really should be more like investment advisers and financial planners who take a holistic view of their clients' financial needs and goals. Other variations in title, such as wealth management advisor, also are used, sometimes to denote a financial advisor who has additional training, certifications and/or experience.
Personal Credit | Business Credit
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Wed Aug 03, 2011 7:34 pm |
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keshavmish
Full Member
Cash: $ 11.00
Posts: 50
Joined: 16 Aug 2011
Location: india
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Financial advisers can help you in solving money matters but that doesn't mean that all financial advisers can do that. There are also some people who had bad experience with individuals who call themselves as financial experts.
For you to avoid having bad experience with these people, then you should carefully look for financial experts that you can trust. Avoid those who are simply looking for business.
As much as possible, choose a financial advisor that has a physical office. This way, you'd be able to visit that person and see how he/she handles work. Check if the office is organized and if everything is in order despite being busy. The appearance of the office would reflect that person's personality.
A certification would also give you an assurance that the financial advisor is trustworthy. This is very important when looking for a professional who would help you handle your money. That person should have the right educational background and certification.
http://www.youtube.com/watch?v=6AIstoTbGCI
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Sat Aug 20, 2011 5:02 am |
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