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  2. Stock certificate - Wikipedia

    en.wikipedia.org/wiki/Stock_certificate

    Certificate for a share in Kennet and Avon Canal Navigation, Great Britain, 1808. In corporate law, a stock certificate (also known as certificate of stock or share certificate) is a legal document that certifies the legal interest (a bundle of several legal rights) of ownership of a specific number of shares (or, under Article 8 of the Uniform Commercial Code in the United States, a ...

  3. Professional certification in financial services - Wikipedia

    en.wikipedia.org/wiki/Professional_certification...

    The Certified Financial Planner (CFP) designation is a certification mark for financial planners conferred by the CFP Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.

  4. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    Certified Financial Planner (CFP) ... Send all documentation as one complete package. Missing or incorrect paperwork causes the most common delays. ... stocks and bonds from a taxable investment ...

  5. Category:Professional certification in finance - Wikipedia

    en.wikipedia.org/wiki/Category:Professional...

    Pages in category "Professional certification in finance" The following 49 pages are in this category, out of 49 total. This list may not reflect recent changes .

  6. From CFP to CPA: 6 Financial Certifications and How To ... - AOL

    www.aol.com/finance/cfp-cpa-6-financial...

    Managing your finances, figuring out how to pay your taxes, and planning for the future can be confusing and sometimes frustrating. Luckily, there are a variety of financial professionals you can...

  7. What Certifications Do My Financial Advisor Need? - AOL

    www.aol.com/finance/certifications-financial...

    Financial advisors are professionals who work with clients to help them with their finances and investments. Advisors may work with clients holistically to develop broad financial plans, or they ...

  8. Central securities depository - Wikipedia

    en.wikipedia.org/wiki/Central_securities_depository

    A central securities depository (CSD) is a specialized financial market infrastructure organization holding securities like shares, either in certificated or uncertificated (dematerialized) form, allowing ownership to be easily transferred through a book entry rather than by a transfer of physical certificates.

  9. Medallion signature guarantee - Wikipedia

    en.wikipedia.org/wiki/Medallion_signature_guarantee

    In the United States, a medallion signature guarantee is a special signature guarantee used primarily when a client transfers or sells US securities.It is an assurance by the financial institution granting the guarantee that the signature on the transaction is genuine and that the guarantor accepts liability for any forgery.