investment adviser - ορισμός. Τι είναι το investment adviser
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Τι (ποιος) είναι investment adviser - ορισμός

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

Uniform Investment Adviser Law Exam         
EXAMINATION FOR FEE-ONLY INVESTMENT ADVISERS
The Uniform Investment Adviser Law Examination; Series 65 license; Uniform Investment Adviser Law Examination; Series 65; Uniform Registered Investment Adviser Law Exam
Uniform Investment Adviser Law Examination, also called the Series 65 exam, is a test taken by individuals in the United States who seek to become licensed investment adviser representatives. The exam covers topics necessary to provide investment advice to clients..
financial consultant         
A financial consultant is the same as a financial adviser
. (BUSINESS)
N-COUNT
financial adviser         
A financial adviser is someone whose job it is to advise people about financial products and services. (BUSINESS)
N-COUNT

Βικιπαίδεια

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.

Παραδείγματα από το σώμα κειμένου για investment adviser
1. Eric Kraus is investment adviser to the Nikitsky Russia Fund.
2. Shares of Creed, a real estate investment adviser, rose 13.8 per cent to Y331,000.
3. Kuwait–based Alargan International Real Estate Co has been appointed investment adviser to the fund.
4. Browder is CEO of Hermitage Capital Management, the investment adviser, while HSBC is the fund‘s manager.
5. As Mark Skousen, the chairman of investment adviser Investment U, explains, gold is an inflation hedge.