i am a financial advisor and investment advisor 青云英语翻译 请在下面的文本框内输入文字,然后点击开始翻译按钮进行翻译,如果您看不到结果,请重新翻译! 翻译结果1翻译结果2翻译结果3翻译结果4翻译结果5 翻译结果1复制译文编辑译文朗读译文返回顶部 我是一个财务顾问和投资顾问...
Investment Advisor or Financial Planner for Your Investments: Who Is Right for You?Ellen KoutnikFotopoulos
To become an independent financial advisor, you'll need to register a firm with the SEC as a registered investment advisor and yourself as an investment advisor representative. Learn More Is a Career in Financial Planning in Your Future? How much does a financial advisor cost? Fee rates and ...
The term “financial advisor” includes many types of professionals such as stockbrokers, insurance agents, money managers, estate planners, and bankers. An investment advisor is a type of financial advisor who specializes in securities. Advisor vs. Adviser There are two common spellings for this...
Services –Determine the type of services you need when choosing a financial advisor. For example, if you need help with debt payoff, you need a financial planner specializing in these services. However, if you want to build wealth, you should focus on an investment advisor who can help you...
A financial advisor might recommend a ___ investment for a conservative investor. A. profitable B. risky C. safe D. aggressive 相关知识点: 试题来源: 解析 C。对于保守的投资者,金融顾问可能推荐安全的投资。“safe”安全的符合。“profitable”盈利性可能不是保守投资者首要考虑;“risky”有风险不适合...
SCOTT:It's difficult, some would say impossible, for any type of financial advisor to outperform the market, with consistency, over time. A well-designed financial plan will include an estimated, annual investment return, say, 6%, needed to help an investor meet her financial ...
Tim Dyer, a wealth manager and the founder of Dyer Wealth Management, explains, "An IAR is an investment advisor representative, which is the human element of the structure. The advisor is the IAR of the RIA." Broker-dealers, on the other hand, traditionally operate on a commission basis,...
Financial Advisor vs. Robo-Advisor Robo-advisors offer low-cost automated services without the personal touch of a full-service financial advisor. While they can have lower fees, you only get basic investment advice based on algorithms (aka fancy math equations). Plus, no algorithm will give you...
金融投资顾问(Financial investment advisor) ANZSCO Code: 222311,金融从业者多做的职评。由VET职业评估机构来做认证,属于B组职业: 相关的本科以上学历,并且拥有1年以上的相关工作经验 或者不相关的本科以…