0
What else can I help you with?
What is a good investment for newly weds?
The best investment for newly weds is to save for a home and they can go to their banking institution that they deal with and speak to a Financial Adviser.
How can one find an investment adviser?
One can ask family and friends first to see if they have anybody they can refer. Contact an adviser for a brief phone interview and then set up a plan to meet said adviser. Always phone first though to make sure that adviser meets ones needs.
What kind of adviser would I need to plan for early retirement?
You will need a retirement agent, who will go through your options with you, no matter how young you are starting on your plans. He/she will find you a great investment plan.
What does IRC stand for in real estate?
Intercontinental Real Estate Corporation - SEC registered investment adviser
Where can a person go for advice on dealing with the IRS and tax problems?
One can go to a tax adviser when it comes to dealing with tax problems with the IRS, usually if one has a personal tax adviser, the adviser will deal with the problems for you.
Where can you get financial investment advice?
One can receive financial advise by contacting a financial or investment adviser. Companies such as Fisher investments can help direct one into making great financial decisions.
What can you sell with a series 65 license?
Series 65 Licensees or Investment Adviser Representatives are the ones who make recommendations or renders an advice regarding securities and managing accounts and portfolios of his/her clients. If you wish to become an Investment Adviser then take Series 65 training courses in a local school near your place or taking it online.
What is an investment advisers job?
An investment adviser is a person or a business that advises individuals about the risks and benefits of buying and selling securities. Investment advisers can work with people either directly or through the use of publications such as email, newsletters or other internet service.
Briefly describe the investment process?
A brief description of the investment process is that you allocate a specific sum of money and buy stocks, bonds, or other investment options. You either make money or lose money depending on how your choices do in the market. Most people hire some type of investment adviser.
What kind of certification should I look for in an investment advisor?
According to the Securities and Exchange Commission, an investment adviser gives advice about securities (stocks, bonds, mutual or exchange traded funds.) If they manage more than $25 million in clients' assets, they must be registered with the SEC. The NASAA will be able to tell you if there are complaints against the adviser. State and federal laws do not require them to hold credentials, but that is certainly something which an investor might want their adviser to possess.
What does financially mean?
monetary somthing to do with what do with moneyof or relating to finance."an independent financial adviser"synonyms:monetary, money, economic, pecuniary, fiscal, banking, commercial, business, investment
What do you call someone who manages a clients finances?
Most of the time a person charged with managing a clients investment portfolio is called an Investment Adviser,Portfolio Manager or a Financial Advisor.Some people put their investment trust in a "broker" who is in fact a securities salesperson at a brokerage firm.
