Financial adviser

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Financial adviser

A professional offering financial advice to clients for a fee and/or commission.
References in periodicals archive ?
The Fidelity Yield Investigator allows financial advisors to quickly adjust for a range of scenarios using easy-to-populate screens and sliding scales indicating potential yield, percent return, duration and volatility.
The fact that Financial Advisor included Leafhouse Financial Advisors in its selection of "Top 50 Fastest-Growing Firms," signals that our constant efforts towards business excellence are paying off.
Until now, consumers seeking the expertise of a financial advisor relied on referrals from their accountant, their attorney, or 'word of mouth' from friends.
Of the 1,023 investors surveyed, 76% were recruited if they were working with someone they considered their primary financial advisor.
And we have devoted the time and resources required to educate and credential our Financial Advisor force.
SchwabLink 2000 incorporates a powerful database program, the Account Information Management (AIM) system, that allows financial advisors nationwide to access a wide array of client data from Schwab's main computer in San Francisco.
Avondale served as financial advisor in connection with the company's $76 million recapitalization and common stock offering.
In addition, every calculator has been reviewed by NASD, assuring financial advisors and institutions that the advice they are providing their clients is fully compliant.
Boomers want a financial advisor that first understands their dreams and then helps them realize those dreams.
a) The results were drawn from 442 surveys completed online with 202 pre-retirees and 222 retirees between the ages of 55 and 75 who are either working full-time or retired, use a paid professional financial advisor, and report at least $100,000 in investable assets excluding retirement accounts and real estate.
has received an opinion from the independent financial advisor retained by the Trust regarding the revised unsolicited offer Ensource Energy Income Fund LP is making for all of the outstanding trust depositary units.

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