Finance book 2 unit 13

a summary of a client’s investments and investing style

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

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

protect people against losses

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

money paid to a professional for selling a product or service

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

how willing is a client to lose money

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