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davidcosell 08-24-2011 04:14 PM

financial advisor
who can become the financial advisor?

kate032 08-24-2011 09:31 PM

Re: financial advisor
The financial advisor of what? If you mean a financial advisor, then it is a general term that anyone can call themselves, but there are professional groups that only those who meet the requirements can join.

albertgeorge 09-19-2012 06:38 AM

Re: financial advisor
I did not get your point.What you want to exactly ask?you want financial advisor?which kind of?

rockymountain 09-27-2012 08:17 AM

Re: financial advisor
Being a financial advisor can be a rewarding career, but it demands certain skills and can involve grueling hours. Consider how interested you are in finance and investment, as well as your aptitude for mathematics and learning new technology. Some financial advisors start as unpaid interns; ask yourself if you're willing to start at the bottom and work up. Additionally, keep in mind that financial advising is a sales position in that you are constantly trying to gather clients and convince them to invest their money. If you don't handle rejection well, you might want to consider another career.

MegaMan45 07-14-2017 02:20 AM

Re: financial advisor
Here you can find the average financial advisor salary if you're still interested in this career field. But as the other poster mentioned, you have to pass licensing exams like the series 7 and 65, plus it's a good idea to have a college degree in either finance or business.

Ronsmith 07-28-2017 07:57 AM

Re: financial advisor
steps 1:
Complete a Bachelor's Degree Program

Step 2:

Obtain Li-censure and Become Registered

step 3:

Get Work Experience

step 4:

Consider Obtaining Certification

step 5:

Consider an Advanced Degree

Joinsovereign : The Global Advisor

companyformation 09-06-2017 09:32 AM

Re: financial advisor
Who decisions regarding money management. They assess a person’s financial position, understand their needs and goals, and then make recommendations on how to best achieve them. Some financial advisors have diverse backgrounds and provide an array of general services, while others focus on a particular area such as retirement or tax law. | | |

OCP Biz 09-06-2017 12:19 PM

Re: financial advisor
Any new business start up or well settled business -- business man required professionals like as financial adviser, corporate professional service provider, growth officer etc.

g_nicks 09-07-2017 03:57 AM

Re: financial advisor
A financial advisor provides financial advice or guidance to customers for compensation. Financial advisors, or advisers, can provide many different services, such as investment management, income tax preparation and estate planning.

For more information please visit:

AppavdoFinance 09-08-2017 07:31 AM

Re: financial advisor
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angel anna 10-10-2017 06:21 AM

Re: financial advisor
you can become a financial adviser in many ways.

1.Get a bachelor's degree in a finance-related discipline
2.Look for certification preparatory programs
3.Look for an internship while still in school
4.Take some psychology courses
5.Go further with a master's degree or doctorate

tedsmith 11-08-2017 03:32 AM

Re: financial advisor
Google it, or get qualified with finance degree.

TJK finance pro 12-15-2017 10:09 PM

Re: financial advisor
These days as long as you can pass the course and exam you can be a financial sales person. However you won't be helping clients according to what learned in the course. When start working for a company they will tell what to sell and how to deceive the clients.

Vasu Dev 12-21-2017 04:09 PM

Re: financial advisor
A person who aware of current market trend and understand futures growth and risk . it is basic virtues to become a financial adviser. person who have degree in finance, they have good skills for market research and analysis.

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