Sentences with phrase «offer as a financial advisor»

While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience.

Not exact matches

Find a financial advisor or banker who can serve as a mentor, someone committed to helping you succeed, offering access to capital and other business owners.

Betterment, its biggest competitor, offers a management fee as low as 0.15 per cent, so both are below the roughly two per cent most traditional financial advisors charge.

This doesn't mean only avoiding or limiting those investment products that provide a direct benefit to a financial advisor, such as funds with 12b - 1 fees, but also abstaining from having product manufacturers help develop an offering for a retirement plan prospect.

The New York - based Fusion Analytics financial advisor offers the six biggest investing lessons of 2012 in his Reformed Broker blog as only he can — using the kind of salty and brutally honest language that rarely escapes off of the trading floor — and adds that now that he's divested himself of his hard - earned wisdom, he can die happy.

Bitcoin pioneer, Charlie Shrem has joined financial technology investment platform BnkToTheFuture as advisor, in the run up to its initial coin offering (ICO), the company announced on Friday.

Unique features of the new platform, such as family and bundled pricing, provide our financial advisors with a very competitive client offering that is highly flexible.»

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by PNC Capital Advisors, LLC.

As a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needed basiAs a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needed basias - needed basis.

Young financial advisors work with startups to offer investment opportunities for as low as $ 25 per month.

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.

AXA Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker / dealer for the LPL Financial investment advisory programs offered through AXA Advisors» Financial Professionals.

Wealthfront is a robo - advisor and financial planning services provider that offers standard investing services as well as more specialized services such as tax - efficient brokerage holdings transfers and direct indexing.

Commission - based advisors, in particular, may profit off churning your investments or pushing you toward certain products or services that may not align with your financial goals, such as funneling your money into expensive mutual funds when a low - cost ETF could offer the same benefits.

AXA Advisors Financial Professionals offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and offer annuity and insurance products through AXA Network, LLC, which conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc..

These new options are offered as part of a commitment to provide a full array of investment solutions for financial advisors and investors.

Webster Financial Advisors can offer comprehensive advice and solutions to help build your practice's portfolio as well as manage potential risks.

And as luck would have it, Merrill and Bank of America offer its customers «unparalleled platforms, featuring industry - leading banking and investment solutions, and a level of wealth management service and resources that can't be found anywhere else,» Sieg adds in the memorandum, mentioning an advisor force of about 15,000, 4,500 «retail financial centers» and more ATMs than you can shake a big stick at.

This page is for and about life as a typical BD Rep agent financial advisor that wants to offer more investment - related services, and little - to - no life insurance company product (e.g., variable life insurance or variable annuities).

We are acting as financial advisor to the Board of Directors of the Company (the «Board») in connection with its consideration of the Offer and pursuant to an engagement letter between the Company and RBC dated January 13, 2009 (the «Engagement Letter»).

Just as booking an appointment with a doctor or financial advisor offers an opportunity to identify issues and gauge your health (physical and financial), checking in with their lawyer can ensure your client's legal health is also in good shape.

By allowing lawyers to offer legal services in conjunction with other services (what are typically referred to as multidisciplinary practices, or MDPs), where the structure and all its professionals (psychologists, financial advisors,...) are subject to the ethical standards that apply to all law firms,

Many of these products are offered via Primerica's relationships with other financial services entities, such as Invesco, Legg Mason, Franklin Templeton, Lincoln Financial, AXA, VOYA Financial, MetLife, and Lockwood financial services entities, such as Invesco, Legg Mason, Franklin Templeton, Lincoln Financial, AXA, VOYA Financial, MetLife, and Lockwood Financial, AXA, VOYA Financial, MetLife, and Lockwood Financial, MetLife, and Lockwood Advisors.

Best for: Predicting multiple retirement saving scenarios and most in - person time One of three calculators offered by Edward Jones, the investing company recommends using its retirement savings calculator to garner a realistic estimate of your savings plan as a starting point; then, it recommends that you work with a financial advisor to develop an actionable plan going forward.

Wealthsimple is primarily a robo - advisor, but unlike competitors, they offer unlimited calls with licensed financial experts as a part of its Basic tier.

As a life insurance agent and financial advisor, it would make sense for his pocket to offer Whole Life policies, except that's not Jeff's way.

«With EstateWise ® Platinum, agents, banks and financial advisors can offer a dynamic life insurance product that doubles as an estate planning tool,» said Craig Simms, Senior Vice President and Chief Marketing Officer at Vantis Life.

As one of America's most diversified financial services companies, we're trusted advisors to our members - offering a breadth of solutions including home and auto insurance, life insurance, retirement savings tools and more.

The products that are sold by Symetra Life Insurance Company are offered through brokers and financial advisors, banks, as well as a network of independent insurance agents.

Bitcoin pioneer, Charlie Shrem has joined financial technology investment platform BnkToTheFuture as advisor, in the run up to its initial coin offering (ICO), the company announced on Friday.

Author, financial advisor, and business consultant, Mitchell D. Weiss offers some blunt advice to employers who are thinking of enticing an employee to stay: «As painful as it may be, let the employee leavAs painful as it may be, let the employee leavas it may be, let the employee leave.

International financial & science / design arts advisor with linguistic fluency available for entrepreneurial Research & Review... Design & Development for World Markets... World Capital... WorldWide... as a former top investment banker, I offer a private network of international securities experts & new opportunities based upon thorough macro-economic review, country socio - political analysis & sector / group - specific risk probabil...

Teacher — Duties & Responsibilities Teach college and graduate level mathematics from introductory courses to advanced Ph.D. level courses Design and implement dynamic, engaging materials to challenge and inspire students Implement multiple teaching techniques to reach audiences of varying learning styles and abilities Responsible for one on one instruction and lecture - based learning for classes as large as 50 students Experienced in both youth and adult education instruction techniques Serve as academic and Ph.D. advisor offering personal and professional guidance to students Coordinate student schedules, activities, and departmental course offerings Build and strengthen professional relationships with faculty, staff, and industry leaders Represent the university with poise, integrity, and positivity Author and publish multiple text books and papers in applied mathematics Research finite element analysis in mathematical problems in engineering and applied sciences, actuarial and financial mathematics, computer simulations of engineering problems, and other specialized mathematics Speak at multiple colleges, universities, and industry gatherings (list available upon request) Serve as advisor and editor of papers authored by students and fellow professors Dedicated to the development of students and continued professional growth

Keep in mind, financial advisors are salesman, they want you to let them control your money, as such, they will steer you away from real estate or anything they do not offer.