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The person or company that manages a clients finances can be any of the following:
A. A certified accountant or accounting firm; and
B. An investment advisor.
What else can I help you with?
What person manages a client's finances?
The person or company that manages a clients finances can be any of the following: A. A certified accountant or accounting firm; and B. An investment advisor.
What is the name of the person that manages a clients finances?
The person who manages a client's finances is typically called a financial advisor or financial planner. They provide guidance on investments, retirement planning, tax strategies, and overall financial management to help clients achieve their financial goals. In some cases, this role may also be filled by wealth managers or investment advisors, depending on the complexity of the services offered.
What is a person who manages a client's finances?
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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.
What if a finance company lies about a clients finances to a lawyer?
Sew them!
Difference between a credit manager and a financial manager?
A credit manager manages basically credit and the obtaining of credit. A financial manager manages the overall finances of an entire organization.
How does working in a way which manages risk reduce the likelihood of clients being abused?
The hands on approach management of the managers will definitely reduce the likelihood of clients being abused.
Objective of financial management?
Financial management is a discipline that allows manages and others to be more in control of their finances. They get to learn how to invest and make profits.
What is the use of finance department?
This is the part of an organization that manages the money. Its main function is organizing, auditing, planning, accounting and controlling the companyâ??s finances.
What activates your MAK with Microsoft while it manages the activations of your network clients internally in its database?
Volume Activation Tool Management
What is suntrust business banking and why is it important for business finances?
Suntrust business banking is the division of Suntrust that handles businesses as clients. It is important for business finances because it provides many services to the business, such as business checking.
Who manages the United States presidents personal finances while in office?
They can hire their own advisor that is cleared by security. They don't have to use anyone approved by anyone else.
