Finance book 2 unit 13

the division of investment sinto stocks, bonds and ther investment products

a professional who is paid to help individuals and corporations to manage their money through investments, insurance and retirement plans

money paid to a professional for selling a product or service

the advisor is paid derectly by the client instead of earning a commission

helps people raise money for retirement, advises how to invest for the future

a situation where an individual allows private interests to improperly affect professional decisions

protect people against losses

how willing is a client to lose money

a summary of a client’s investments and investing style