Financial Adviser
According to the U.S. Financial Industry Regulatory Authority (FINRA), a Financial Adviser (Advisor) is a generic term or job title used by investment professionals who may not hold any specific designations.
FINRA describes the main groups of investment professionals who may use the generic term of Financial Adviser to be: Brokers, Investment Advisers, Accountants, Lawyers, Insurance Agents and Financial Planners.
Read more about Financial Adviser: Role, Compensation
Famous quotes containing the word financial:
“What people dont realize is that intimacy has its conventions as well as ordinary social intercourse. There are three cardinal rulesdont take somebody elses boyfriend unless youve been specifically invited to do so, dont take a drink without being asked, and keep a scrupulous accounting in financial matters.”
—W.H. (Wystan Hugh)