Role
Financial Advisors typically provide clients/customers with products and services. Financial Advisors may wear multiple hats, depending on the licenses they hold and the training they have. For example, an insurance agent may be qualified to sell you both life insurance and variable annuities. A broker may also be a financial planner.
Read more about this topic: Financial Adviser
Famous quotes containing the word role:
“A famous theatrical actress
Played best in the role of malefactress.
Yet her home-life was pure
Except, to be sure,
A scandal or two just for practice.”
—Anonymous.
“You are pitiful isolated individuals; you are bankrupts; your role is played out. Go where you belong from now on—into the dustbin of history!”
—Leon Trotsky (1879–1940)
“His role was as the gentle teacher, the logical, compassionate, caring and articulate teacher, who inspired you so that you wanted to please him more than life itself.”
—Carol Lawrence, U.S. singer, star of West Side Story. Conversations About Bernstein, p. 172, ed. William Westbrook Burton, Oxford University Press (1995)