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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 else can I help you with?
What is the name of a person who manages the money of a business?
A finance manager is the name of a person who manages the money of a business.
Where can one find information on finances in Scotland?
One can find information on finances in Scotland from the following sources: Scottish Government website, Care Info Scotland, SAAS General Information, NI Direct, to name a few.
What is the best bank to put your money in?
"Alternative Bank Schweiz". It is a bank for clients who like to know what is happening with their money. Alternative Bank Schweiz publishes all the loans it grants, showing the name, purpose and amount. Thus its clients know what their money achieves – even what good it does! In fact Alternative Bank Schweiz invests in, and finances, sustainable projects and businesses. It does not insist on maximizing profit. Instead, it places a rational emphasis on sustainability and ethical principles.See: http://www.bas.ch/en/
What is the name for a person who deals with money?
A person who deals with money is often referred to as a "financial professional." This can include various roles such as an accountant, financial advisor, banker, or investment analyst, depending on their specific responsibilities. Each of these professionals manages, invests, or advises on financial matters, helping individuals or organizations make informed financial decisions.
What age can a person buy and sell stocks?
In the United States, a person must be at least 18 years old to buy and sell stocks in their own name. However, minors can participate in the stock market through custodial accounts, where an adult manages the account until the minor reaches the legal age. Other countries may have different age requirements, so it's important to check local regulations.
What is the name of a person who manages the money of a business?
A finance manager is the name of a person who manages the money of a business.
What is the name of a person who manages a archives?
Probably a librarian, but could be a curator.
Name something a person might lie to their spouse about?
Infidelity age weight position at work finances
Who is a person appointed to oversee property and finances?
A legally appointed and approved Trustee(s). Get a lawyer. Name the person(s) or business and have it notarized and witnessed according to regional legal requirements.
What is the name of a person who owns a flowers shop?
Florist is one who manages or own a variety of flowers for exhibition or sale or even for personal use.
When is the abbreviation co used before or after clients name?
* The 'CO' comes after the clients name.
What is the name of some one who manages the money of a buisiness?
in a larger company, that person is the CFO, Chief Financial Officer. Smaller companies may call it Financial Manager, Finance Manager and others. Smaller companies tend to delegate that job as one of the responsibilities of the General Manager. Comptrollers and accountants are usually only invilved in the reporting and record keeping aspects of the company's finances.
What is Nicki manages AOL screen name?
NMmanageofflc
What is the name of the program that manages Windows Logon?
winlogon.exe
What is max greens brothers name?
his name is todd, he is like 16. he manages bands.
Is there a name for a child who manages despite all odds?
a miracle child
What is the name of a person who sells houses?
A person who sells houses is commonly known as a real estate agent or realtor. These professionals assist clients in buying, selling, and renting properties, providing guidance throughout the transaction process. They often have expertise in local markets and help negotiate deals on behalf of their clients.
