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2. 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 ...

3. Financial advisor vs. accountant: What’s the difference? - AOL

   www.aol.com/finance/financial-advisor-vs...

   A financial advisor may hold a number of different professional designations, such as certified financial planner (CFP) or chartered financial analyst (CFA), while accountants typically hold the ...

4. Pros and cons of hiring a financial advisor - AOL

   www.aol.com/finance/pros-cons-hiring-financial...

   Beyond that, you also have to be able to work with the advisor, meaning the advisor should treat you well, return your calls and generally meet promises. You don’t have time for anything else ...

5. Independent financial adviser - Wikipedia

   en.wikipedia.org/wiki/Independent_Financial_Adviser

   Independent financial advisers ( IFAs) are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other parts ...

6. Fiduciary vs. Financial Advisor: What’s the Difference? - AOL

   www.aol.com/finance/fiduciary-vs-financial...

   Financial advisor is a broader term that describes professionals who assist clients with decisions about investments, money management, financial goals and more. They may concentrate in an area ...

7. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   Watered stock. v. t. e. 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. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg ...