Financial Advisor

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Dictionary Says

Definition of 'Financial Advisor'

One who provides financial advice or guidance to customers for compensation. Financial advisors can provide many different services, such as investment management, income tax preparation and estate planning. They must carry the Series 65 license in order to conduct business with the public. A wide variety of licenses are available for the services that a financial advisor can provide.
Investopedia Says

Investopedia explains 'Financial Advisor'

Financial advisor is a generic term, and many different types of financial professionals fall into this general category. Stockbrokers, insurance agents, tax preparers and financial planners are all members of this group. Estate planners and bankers may fall under this umbrella as well.

Articles Of Interest

  1.

    Shopping For A Financial Advisor

    Finding your perfect advisor is as simple as shopping for a car. Read on to learn more.

  2. Choosing An Advisor: Wall Street Vs. Main Street

    A high-profile brand name alone won't meet your personal investing needs. This article will show you what else to look for.

  3. The Alphabet Soup Of Financial Certifications

    We decode the meaning of the many letters that can follow the names of financial professionals.

  4. Dispelling 5 Myths About Financial Planners

    Raise your returns or lower your losses; these often misunderstood specialists can help guide you.

  5. Tips For Resolving Disputes With Your Financial Advisor

    Before you blame your advisor for your losses, be sure you know your rights and responsibilities.

  6. Find The Right Financial Advisor

    Learn how to weed out those who are just out to make a quick buck.

  7. Broker Or Trader: Which Career Is Right For You?

    A day in the life of a broker or trader is an exciting and varied one. Find out how to decide between these two financial professions.

  8. How do I list the beneficiaries of my life insurance policies if I have a trust?

    Because most states protect life insurance policies from creditors, most buyer questions come from the confusion created with ownership and beneficiary designations because of tax treatment. ...

  9. Breaking Down Financial Securities Licenses

    Find out which exam you need to begin your career as an investment professional.

  10. 3 Financial Tasks We Think Are Harder Than They Really Are

    Use these three tips to help put your financial situation into perspective. It turns out, organizing your finances isn't nearly as hard as you thought.
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