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Learn the key differences between a financial consultant vs. financial advisor to determine which professional best suits your financial needs.
A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]
This is a different standard of care, but most consumers are unaware of the difference, as any of these professionals may call themselves a financial advisor. In some instances a firm may be "dual registered", meaning they are a registered investment adviser along with being registered as a broker-dealer. In that case they may provide advice ...
The term financial advisor is a generic one that can encompass many different financial professionals, although it most commonly refers to brokers (individuals or companies that buy and sell ...
Growing your wealth through investing is a crucial part of long-term financial stability for you and your family. There are many ways to invest: stocks, bonds, mutual funds, ETFs, real estate, etc
Financial advisor is a broad term that describes professionals who assist clients with decisions about investments, money management, financial goals and more. They may concentrate in an area like ...
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