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单词 Personal financial planning
释义

Personal financial planning

英语百科

Financial adviser

(重定向自Personal financial planning)

A financial adviser (or advisor) is a professional who renders financial services to clients. According to the U.S. Financial Industry Regulatory Authority (FINRA), terms such as financial adviser and financial planner are general terms or job titles used by investment professionals. FINRA describes the main groups of investment professionals who may use the term financial advisor to be: brokers, investment advisers, accountants, lawyers, insurance agents and financial planners.

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更新时间:2025/6/20 4:42:07