financial adviser - definition. What is financial adviser
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ترجمة وتحليل الكلمات عن طريق الذكاء الاصطناعي ChatGPT

في هذه الصفحة يمكنك الحصول على تحليل مفصل لكلمة أو عبارة باستخدام أفضل تقنيات الذكاء الاصطناعي المتوفرة اليوم:

  • كيف يتم استخدام الكلمة في اللغة
  • تردد الكلمة
  • ما إذا كانت الكلمة تستخدم في كثير من الأحيان في اللغة المنطوقة أو المكتوبة
  • خيارات الترجمة إلى الروسية أو الإسبانية، على التوالي
  • أمثلة على استخدام الكلمة (عدة عبارات مع الترجمة)
  • أصل الكلمة

%ما هو (من)٪ 1 - تعريف

PROFESSIONAL WHO RENDERS FINANCIAL SERVICES TO CLIENTS
Investment Advisor; Investment advisor; Financial Adviser; Financial advisor; Fee-Only financial advisor; Financial consultant; Financial advice; Investment adviser; Mortgage advice; Personal financial planning; Professional advisors; Fee-only; Fee-only financial advisor; Financial advisors; Financial Manager; Financial Counselor; Financial Advisor; Investment Adviser; Investment advisor firm; Qualified Financial Adviser; Financial counseling; Financial consulting; Financial doctor; Quant-advisor; Financial advisers; Financial consultancy

financial adviser         
A financial adviser is someone whose job it is to advise people about financial products and services. (BUSINESS)
N-COUNT
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.
financial consultant         
A financial consultant is the same as a financial adviser
. (BUSINESS)
N-COUNT

ويكيبيديا

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 Series 66 or Series 65 qualification examination. According to the U.S. Financial Industry Regulatory Authority (FINRA), qualification designations and compliance issues must be reported for public view. Details of formal compliance issues can be found on the Investment Adviser Public Disclosure (IAPD) website and details of non-formal issues can be found on Onesta. FINRA specifies the following groups who may use the term financial advisor: brokers, investment advisers, private bankers, accountants, lawyers, insurance agents and financial planners. Financial advisors need to be able to take the full picture of the client's financial situation into account.

أمثلة من مجموعة نصية لـ٪ 1
1. Citigroup is acting as sole financial adviser to KPE, and Lazard is acting as financial adviser to the independent directors.
2. Bank Muscat is the financial adviser to the project.
3. Philip Milton, 43, financial adviser from Georgeham, North Devon
4. Banc of America Securities was the financial adviser to St.
5. HSBC is also the exclusive financial adviser on the IPO.