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2. I’m a Financial Advisor: Here’s How My Wealthy Clients ...

   www.aol.com/finance/m-financial-advisor-wealthy...

   To sort all of this out, we asked Jordan Patrick, a certified financial planner (CFP) and senior financial advisorwith Commas, how his wealthy clients generate passive income and whether these ...

3. How to choose a financial advisor: 6 tips for finding the ...

   www.aol.com/finance/choose-financial-advisor-6...

   Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...

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

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

   A good advisor can get you to plan for what you really want and then help you realize those goals – what Henderson calls giving clients “life clarity.” “An advisor can help people discover ...

5. 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 ...

6. Cetera Financial Group - Wikipedia

   en.wikipedia.org/wiki/Cetera_Financial_Group

   Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

7. Investment advisory - Wikipedia

   en.wikipedia.org/wiki/Investment_advisory

   Advisory services usually explain their investment theses to their customers and propose assets (such as stocks) that they view will appreciate over time. Advisers typically provide ongoing advice about buying, selling and/or holding investments and will monitor the performance of your investments and their alignment with the buyer's overall ...

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

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

   Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are ...

9. 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 ...