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  2. Stockbroker - Wikipedia

    en.wikipedia.org/wiki/Stockbroker

    A stockbroker is an individual or company that buys and sells stocks and other investments for a financial market participant in return for a commission, markup, or fee.In most countries they are regulated as a broker or broker-dealer and may need to hold a relevant license and may be a member of a stock exchange.

  3. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    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.

  4. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance , they advise clients on investments, insurance, tax, retirement and estate planning.

  5. Accountants vs. financial advisors by the numbers: In 2022, there were nearly five times as many accountants and auditors (1.5 million) than there were personal financial advisors (327,600 ...

  6. Get breaking Finance news and the latest business articles from AOL. From stock market news to jobs and real estate, it can all be found here.

  7. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

  8. Financial analyst - Wikipedia

    en.wikipedia.org/wiki/Financial_analyst

    A financial analyst is a professional [1] undertaking financial analysis for external or internal clients as a core feature of the job. [2] [3] ...

  9. Account executive - Wikipedia

    en.wikipedia.org/wiki/Account_executive

    Account executive is a role in sales, advertising, marketing, and finance involving intimate understanding of a client company's objectives and products and a professional capability to provide effective advice toward creation of successful promotional activities and strategies. [1]