Investment Advisor

In many jurisdications the term Investment Advisor is defined in the regulatory regime for the securities industry. Individuals who use the title are required to maintain an registration with the regulaotry or a self-regulatory body and typically are required to met initial an ongoing qualifcation standards. An investment advisor provides advice to customers on investment portfolios including the selection of particular investment instruments. They typically help buy and sell the investment instruments as required to execute the portfolio strategy. Many investment advisors also offer financial planning and other financial advice services.

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