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  2. Melissa Caddick - Wikipedia

    en.wikipedia.org/wiki/Melissa_Caddick

    Melissa Louise Caddick (née Grimley; born 21 April 1971 – disappeared 12 November 2020, declared deceased 2023) was an Australian woman who disappeared in November 2020 amid an investigation by the Australian Securities & Investments Commission (ASIC) for carrying on a financial services business without holding an Australian Financial Services (AFS) licence.

  3. Suze Orman - Wikipedia

    en.wikipedia.org/wiki/Suze_Orman

    Website. Official website. Signature. Susan Lynn " Suze " Orman ( / ˈsuːzi / SOO-zee; born June 5, 1951) is an American financial advisor, author, and podcast host. In 1987, she founded the Suze Orman Financial Group. Her work as a financial advisor gained notability with The Suze Orman Show, which ran on CNBC from 2002 to 2015.

  4. Network Inventory Advisor - Wikipedia

    en.wikipedia.org/wiki/Network_Inventory_Advisor

    Network Inventory Advisor is a third-party network management tool for Windows that collects data on network devices in order to generate statistical reports on software and hardware usage. The application was created by ClearApps LLC, a software development company headquartered in Elk Grove, California .

  5. Earl Jones (investment advisor) - Wikipedia

    en.wikipedia.org/.../Earl_Jones_(investment_advisor)

    Bertram Earl Jones (born June 24, 1942) is a Canadian unlicensed investment adviser who pleaded guilty to running a Ponzi scheme that CBC News has reported cost his victims "a conservative estimate of about $ 51.3 million taken between 1982 and 2009". [1] After pleading guilty to two charges of fraud in 2010, he was sentenced to 11 years in ...

  6. Sonny Bloch - Wikipedia

    en.wikipedia.org/wiki/Sonny_Bloch

    Sonny Bloch. Irwin H. "Sonny" Bloch (March 1, 1937 - March 10, 1998) was an American financial talk radio show host from 1980 to 1995 who defrauded investors of more than $24 million. [1] [2]

  7. National Association of Personal Financial Advisors - Wikipedia

    en.wikipedia.org/wiki/National_association_of...

    napfa .org. National Association of Personal Financial Advisors ( NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes ...

  8. Advisory board - Wikipedia

    en.wikipedia.org/wiki/Advisory_board

    The function of an advisory board is to offer assistance to enterprises with anything from marketing to managing human resources to influencing the direction of regulators. Advisory boards are composed of accomplished experts offering innovative advice and dynamic perspectives. [1] Meeting quarterly or biannually, boards can provide strategic ...

  9. 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. In the United States, a financial adviser carries a Series 7 and ...