Sentences with phrase «financial consultant provides»

A good financial consultant provides insight and direction based on years of investing experience, but they know you're the decision - maker.

Buying up to say $ 0.23 means getting paid $ 0.03 to hold a free option on the VSW stock, which, according to Hempstead, the financial consultant providing the fairness opinion, could be worth between $ 0.11 and $ 0.19 per share.

Anderson & Strudwick • Richmond, VA 10/2009 — 09/2011 Financial Consultant Provide initial and ongoing financial counsel to both new and current clients on a wide array of investment products and services including stocks, ETFs, bonds, and mutual funds tailored to their specific needs, objectives and risk tolerances.

Not exact matches

We engage your adult children with our financial consultants to provide early financial planning and preparation for beneficiary and future trustee roles.

Thus, the «success» of diversification strategies was confused with luck during these times and such a strategy even provided incompetent financial consultants with a cover of credibility as it empowered them with an undeserved veneer of competency.

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorities.

KICKICO does not represent or act as a professional representative, agent, consultant, advisor, etc. and the information provided to you does not constitute any offer, proposal, recommendation, financial or legal advice.

His background as a CEO in the European financial sector, as a strategic development consultant with international pharmaceutical and service sector firms, teacher and executive coach provide a level of experience and perspective that working in an international arena is able to bring.

Our experienced Advisory Consultants provide financial advisors with customized advice and ongoing support, along with a broad range of carefully selected solutions that you can take to your clients with confidence.

Synchrony Bank does not provide tax advice so be sure to contact your tax advisor or financial consultant before opening or contributing to a Roth TSP or to determine if you could benefit from splitting your contributions between a Traditional and Roth TSP.

Personal education and service provided by your financial professional and Education Consultants

Financial consultants will review all your finances and provide you with non traditional alternatives to secure your home loan when traditional banks will not approve your application.

* Synchrony Bank does not provide financial advice so be sure to consult with your financial consultant or tax advisor before opening or contributing to an IRA.

Santander Investment Services A Santander Investment Services Financial Consultant will provide you with personalized strategies to help you make decisions to meet both short - and long - term goals by creating an investment strategy tailored to your needs and risk tolerance.

A Santander Investment Services Financial Consultant can provide further details.

Synchrony Bank does not provide tax advice so be sure to contact your tax advisor or financial consultant before opening or contributing to an IRA.

Synchrony Bank does not provide financial advice so be sure to consult with your tax advisor or financial consultant before opening or contributing to an IRA.

Broadridge Financial Solutions, Inc. and Morningstar, Inc. entered into an agreement to provide detailed retirement investment data to asset managers in an effort to further strengthen their ability to identify and prioritize advisor and consultant sales opportunities.

Synchrony Bank does not provide financial advice, so be sure to consult with your tax advisor or financial consultant before making any investment.

For our most active traders, E * TRADE offers platinum user support, 7 including a dedicated Financial Consultant to provide guidance.

Synchrony Bank does not provide financial advice so be sure to contact your tax advisor or financial consultant before opening or contributing to an IRA.

This step is called a pre-qualification and can be obtained by providing your Univest home loan consultant with financial information related to your income, assets, and credit scores / debts.

Synchrony Bank does not provide financial advice so be sure to consult with a tax advisor or financial consultant to determine if an IRA is right for you.

Synchrony Bank does not provide tax advice so be sure to contact your tax advisor or financial consultant before opening or contributing to an IRA, or making any rollovers of transfers of an IRA or 401 (k).

Synchrony Bank does not provide financial advice, so be sure to consult with a financial adviser or tax consultant before opening or contributing to an IRA.

«We opened four offices in 2014 and plan to continue our growth,» said John Bergman, President of On Q Financial, Inc. «We are committed to developing in markets where we can provide the greatest value to borrowers, mortgage consultants, real estate agents, and builders.

Synchrony Bank does not provide financial advice so be sure to consult with a tax advisor or financial consultant before opening or contributing to an IRA.

* Our financial consultants, tools, and resources are all available to provide insight into American market trends.

Our experienced Advisory Consultants provide financial advisors with customized advice and ongoing support, along with a broad range of carefully selected solutions that you can take to your clients with confidence.

Independent Life's mission is to provide trustworthy, competitive and innovative structured settlement products that professional consultants can easily integrate with other financial products and governmental benefits to produce optimum settlement planning solutions for personal injury victims and their families.

This already competitive arena is further crowded by banks, accountants, financial consultants, insurance agents, and brokerage houses, all of which are now providing services that once were exclusively offered by law firms.

As a life insurance consultant I can provide a customized solution to fit your current financial plans.

The products of TIAA are provided via financial consultants who work directly for the company, who can offer financial advice, as well as assistance with setting up retirement plans.

A consultant in Macon may think he's safe from accusations of providing wrongful information if the recipient ended up suffering financial losses from that information.

Worked as a financial consultant and handled all the responsibilities of this position efficiently; handled various duties like: evaluating financial investment opportunities, analyzing financial reports and statements, providing suggestions and advices on probable investment opportunities, providing training to the clients and employees; compiled financial documents and prepared financial statements; handled accounts payable and receivable; maintained a good rapport with the clients

Working as a financial consultant with the following responsibilities and duties: mainly responsible for providing consulting service to the clients and customers on account, audit, project management service, and so on; responsible for financial reporting, planning and preparing various policies and plans; developing new methods for analyzing financial data; responsible for handling different financial projects; providing advices to the clients for the investment

Created workbook providing month - end closing package to consultants for financial reporting prior to the establishment of the London office.

A financial consultant resume contains information about the competencies and qualifications of a candidate who would like to immerse himself / herself in providing necessary consultations with different clients needs especially with regards to savings, insurance, and investments.

Apart from this the financial management consultant provides analysis on investments, financial assets, asset allocation, tax planning and tax savings along with complete risk analysis for the organization.

Investment Assistants help financial scholars and consultants provide the best services to clients by influencing their decisions of investing in different instruments.

Investment Assistants provide support to assigned financial consultants in order to achieve the following objectives: maximizing revenue, solving client service requests, offering investment advice, preparing audits, implementing marketing activities, cultivating client relationships, organizing client seminars, and providing sales activity reporting.

Financial Consultants are trained and licensed financial analysts or advisors who provide expert investment related advice to individuals or organFinancial Consultants are trained and licensed financial analysts or advisors who provide expert investment related advice to individuals or organfinancial analysts or advisors who provide expert investment related advice to individuals or organizations.

Financial Consultants help their clients develop customized financial plans and provide guidance on insurance, investments, retirements, andFinancial Consultants help their clients develop customized financial plans and provide guidance on insurance, investments, retirements, andfinancial plans and provide guidance on insurance, investments, retirements, and savings.

PROFESSIONAL EXPERIENCE Consultant — LSF Financial (nonprofit) 2006 to 2010 Provided clear and concise budget forecasts, analyses, and support for IT Operations.

I have worked for more than 3 years as financial consultant with companies that have that are mainly in providing solutions and consultant services in company taxations and other related federal regulations.

The advice provided by Management Consultants may refer to various services, such as business strategy, management, financial controls, marketing, IT, and communication.

Create Resume Alicia Danworth 100 Broadway LaneNew Parkland, CA, 91010Cell: [phone] [email protected] Professional Summary Organized Financial Consultant with the knowledge, diligence and skills to provide the highest quality individualized financial planning and asFinancial Consultant with the knowledge, diligence and skills to provide the highest quality individualized financial planning and asfinancial planning and assistance.

Organized Financial Consultant with the knowledge, diligence and skills to provide the highest quality individualized financial planning and asFinancial Consultant with the knowledge, diligence and skills to provide the highest quality individualized financial planning and asfinancial planning and assistance.

Servicing as a management consultant for FICO providing consulting services on various projects aspects including all aspects of financials and its» integration into the different modules of ERP implementation projects with slight configuration requirements.

A loan consultant has the duty of providing idea to the clients regarding various loan processes that they wish to take up from any financial organizations.