Financial Adviser Stocks List
Symbol | Grade | Name | % Change | |
---|---|---|---|---|
CGF | C | Challenger Ltd | 0.89 | |
CAF | C | Centrepoint Alliance Limited | 0.00 | |
CUP | D | Countplus Ltd | 0.00 |
Related Industries: Asset Management Business Services
Related Stock Lists:
Insurance
Financial Advisors
Financial Services
Investment Management
Accountant
Accounting
Actuarial Science
Auditing
Brokerage Firms
Commercial Property
Compass
Corporate Advisory
Dante
Financial Planning
Fixed Income
Insolvency
Institutional Investor
Insurance Premium Funding
Investment Management Services
Investment Solutions
Related Industries:
Asset Management
Business Services
Related Stock Lists:
Insurance
Financial Advisors
Financial Services
Investment Management
Accountant
Accounting
Actuarial Science
Auditing
Brokerage Firms
Commercial Property
Compass
Corporate Advisory
Dante
Financial Planning
Fixed Income
Insolvency
Institutional Investor
Insurance Premium Funding
Investment Management Services
Investment Solutions
- Financial Adviser
A financial adviser is a professional who suggests and renders financial services to clients based on their financial situation. In many countries financial advisers have to complete specific training and hold a license to provide advice. In the United States for example a financial adviser carries a Series 65 or 66 license and according to the U.S. Financial Industry Regulatory Authority (FINRA), license designations and compliance issues must be reported for public view. FINRA describes the main groups of investment professionals who may use the term financial adviser to be: brokers, investment advisers, accountants, lawyers, insurance agents and financial planners.
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