Definitions for investment advisor
in·vest·ment ad·vi·sor

Princeton's WordNetRate this definition:0.0 / 0 votes

1. investment adviser, investment advisornoun

   someone who advises others how to invest their money

WikipediaRate this definition:0.0 / 0 votes

1. investment advisor

   A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and Series 66 or Series 65 qualification examination. According to the U.S. Financial Industry Regulatory Authority (FINRA), qualification designations and compliance issues must be reported for public view. Details of formal compliance issues can be found on the Investment Adviser Public Disclosure (IAPD) website and details of non-formal issues can be found on Onesta. FINRA specifies the following groups who may use the term financial advisor: brokers, investment advisers, private bankers, accountants, lawyers, insurance agents and financial planners. Financial advisors need to be able to take the full picture of the client's financial situation into account.

ChatGPTRate this definition:0.0 / 0 votes

1. investment advisor

   An investment advisor is a professional or an organization who provides clients with investment advice, financial planning services and assists in managing the clients' investment portfolios. Investment advisors are certified or registered with regulatory bodies and are compensated for their services, usually through fees based on the total assets they manage for their clients. They have a fiduciary obligation to act in their clients' best interest, offering investment solutions and strategies tailored to their clients' financial goals and risk tolerance.

Matched Categories

1. • Adviser

How to pronounce investment advisor?

1. Alex

   US English

   David

   US English

   Mark

   US English

   Daniel

   British

   Libby

   British

   Mia

   British

   Karen

   Australian

   Hayley

   Australian

   Natasha

   Australian

   Veena

   Indian

   Priya

   Indian

   Neerja

   Indian

   Zira

   US English

   Oliver

   British

   Wendy

   British

   Fred

   US English

   Tessa

   South African

How to say investment advisor in sign language?

Numerology

1. Chaldean Numerology

   The numerical value of investment advisor in Chaldean Numerology is: 3

2. Pythagorean Numerology

   The numerical value of investment advisor in Pythagorean Numerology is: 4

Examples of investment advisor in a Sentence

1. Dejan Ilijevski:

   Generally, there is the fallacy that dividends are free money, by which I mean that many investors strictly buy dividend stocks to get the dividend income or bonus, says Dejan Ilijevski, investment advisor and president at Sabela Capital Markets in Munster, Indiana. Rather a dividend is simply a transfer of wealth from the company's books to the shareholder.

References

1. ^ Princeton's WordNet
   http://wordnetweb.princeton.edu/perl/webwn?s=investment advisor
2. ^ Wikipedia
   https://en.wikipedia.org/wiki/Investment_Advisor
3. ^ ChatGPT
   https://chat.openai.com