Sentences with phrase «as a financial adviser»

The account can in some cases be managed by a third party such as a financial adviser who has knowledge and experience in investments.

After my graduation, I worked as a financial adviser for a well known Canadian company.

Over time, these professionals started offering more comprehensive financial planning and became known as financial advisers.

Before accepting anyone as your financial adviser, you should ask for a track record or his / her own investment portfolio.

My criticism is not about him as a parent but his actions as a financial adviser.

As long as a financial adviser makes recommendations that could be considered «suitable,» they're covered.

Three decades of experience as a financial adviser and a recognized champion for quality in the adviser industry.

Now, I am working as a financial adviser.

BancBoston Securities of Boston served as financial adviser for Donahue Schriber, while New York - based JP Morgan advised Diversified.

Dwayne Johnson plays an ex-football player who's under pressure to «monetize» his friendships in his new career as a financial adviser in HBO's «Ballers.»

Davis Polk is advising J.P. Morgan Securities LLC as financial adviser to Cavium, Inc. in connection with its $ 6 billion acquisition by Marvell Technology Group Ltd..

She ditched a successful career as a financial adviser in favour of a life including experiences like feeding flamingos in Aruba (pictured)

Bingham Farms, Mich. - based Malan Realty Investors has tried a mix of them but ended up bringing in New York - based Prudential Securities as its financial adviser in the last quarter of the year.

Lee - Chin, a civil engineer by trade, landed a job as a financial adviser in 1977 after struggling to find work in his field.

Ramos started his career as an entrepreneur before spending 10 years as a financial adviser.

Before launching the Cash Machine advisory service, Bryan spent more than 20 years working as a financial adviser for major Wall Street firms, including Bear Stearns, Paine Webber and Lehman Brothers.

Shares of the company, which owns a number of landmark titles including People, Sports Illustrated, and Fortune, climbed as much as 9 % Thursday on the news that it has hired Morgan Stanley and Bank of America as financial advisers.

GLP then hired JPMorgan as its financial adviser and Allen & Gledhill as its legal adviser.

Jefferies and Wells Fargo acted as financial advisers ClubCorp and Simpson Thacher & Bartlett is its legal counsel.

In the letter, Tribune says it's retained Goldman, Sachs & Co. and Lazard as its financial adviser.

Surely he makes his money as an entertainer, not as a financial adviser.

KPMG has been retained as a financial adviser to advise on a detailed financial analysis of each hospital and their overall condition and to determine a strategy for how to best absorb the impact of next year's $ 1.1 billion hit.

Ryan works as a financial adviser at Janney Montgomery Scott LLC, a Garden City firm, and holds a master's degree in gerontology.

John Heitzman, of Kingston, N.Y., has joined the Bank of Greene County, as a financial adviser with the bank's investment services team.

Just as any financial adviser will advise you to avoid placing your retirement nest egg in a single basket, indies should think twice before locking their books into these three - month, automatically renewing KDP Select contracts.»

We understand that as a financial adviser there are many aspects to helping your clients while guiding them through the investment selection process may be just a small part of your overall conversation, your advice goes a long way to helping your clients find solutions to meeting their financial goals and ultimately, meeting their overall future needs.

There are many brokers masquerading as financial advisers, who do not have to act strictly in the best interests of the client.

DBAG were advised on this transaction by Allen & Overy, with Ernest Young as financial advisers.

Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.

Jefferies LLC served as financial adviser to Kendra Scott, and Weil, Gotshal & Manges LLP and Kastner, Huggins, Reddien & Gravelle LLP served as legal counsel to the company.

Our Chesham mediation service receives referrals from a number of sources and works closely with other organisations including family solicitors, contact centres and financial experts such as financial advisers and accountants.

Marks Baughan acted as financial adviser to ACL on its $ 50 million minority investment from Norwest representing the first time in ACL's history that it has taken outside capital.

Davis Polk is advising Bank of America Merrill Lynch and J.P. Morgan Securities LLC as financial advisers to Fidelity National Financial, Inc. in connection with its $ 2.9 billion acquisition of Lender Processing Services, Inc..

Relypsa has been advised by law firm Latham Watkins, with Centerview and BofA Merrill Lynch as financial advisers.

A financial planner (also known as a financial adviser) is a person or authorised representative of an organisation, licensed by ASIC, to provide advice on some or all of these areas of your finances: investing, superannuation, retirement planning, estate planning, risk management, insurance and taxation.

After graduating Brenau University with a B.A. in Arts Management, Tiffany pursued a career as a financial adviser.

Fladgate LLP acted for Charles Street Securities as financial advisers to iPoint Media PLC (iPoint) on its open offer and subscription offer to raise approximately # 1.73 million through a combination of issues of ordinary shares and loan notes.

UBS Investment Bank and Bank of America / Merrill Lynch are serving as financial advisers to PharMerica, while Davis Polk & Wardwell is serving as legal adviser.

Barclays served as financial adviser and White & Case as legal adviser to Arby's.

Goldman Sachs served as financial adviser and Faegre Baker Daniels as legal counsel to Buffalo Wild Wings.

Barclays acted as financial adviser to Pilgrim's while Evercore Inc worked with Pilgrim's special committee.

Bank of America, Barclays, Citigroup, Credit Suisse, Fifth Third Bancorp, Mitsubishi UFJ, and PNC Financial are acting as financial advisers to Red Ventures, and are providing debt financing to the company.