Financial And Advisor

I am a recent college grad lookin to work for a financial advisor firm. I live in Ft laduerdale and i need a firm that will be able to start me off with a small base salary.

Morgan Stanley , UBS, Merrill Lynch, Smith Barney, Raymond James, research these, some may have base for awhile and then go straight comm. hope this helps a little.

2007-08-23 11:58:43 by erns798

Two clients discuss financial advice

I'm very interested in financial advising, but I don't want to have to hassle and annoy people to get clients. Is there any way to be a financial advisor but not have to build a client base from the ground up?

you could buy existing clientele from a retiring advisor. Contact advisors in your area and see if you can shadow them or assist them and then their clients will become familiar with you if you take over.

2007-03-13 07:46:25 by Lauren M

Price: $30.00

I am considering and opportunity as a financial advisor and the recruiter told me aroun 65-70% is where I would start. Is this normal for a new financial advisor?

On average, advisors earn 0.5% commission on the value of investments each year.
Hence please check up !!

2008-02-07 07:09:54 by Dean T

Price: $30.00

I live in Anaheim, CA and am looking to seek the help of a financial advisor but don't know where to start. Can anyone point me in the right direction? Thanks!

Go to the Certified Financial Planner Board - http://www.cfpboard.org/ to find planners in your neighborhood.

You can also use a CPA with a Personal Financial Specialist designation. You can find them at http://www.aicpa.org/

You should look for a fee only adviser - one that gets paid by the hour or the task. Some advisers work on a commission basis. So although you don't need to pay for their services, you have to be concerned about conflict of interest - the adviser might steer you to a product that pays him well but is not necessarily the best for you.

Advisers are supposed to file a Form ADV which lists potential conflicts of interest. Ask for it and see if there is anything that makes you uncomfortable.

If you aren't a millionaire don't look for advisers who specialize in high end clients. You want someone who is more familiar with your personal financial circumstances and who is also one you feel comfortable confiding in and working with.

2007-08-08 11:19:36 by Rez

Where can I find a financial advisor in the Philippines? Is there a financial company that has advisors or stockbrokers that could do all this work for me. I want to invest in GOLD and SILVER there but I don't want to deal with any scams.

Do you know of any financial companies in the Philippines (Makati, Manila, Alabang) that have financial advisors?

Have you checked with your local bank manager lately? You would be surprised at what some of these bank managers for bigger bank mangers like Philippines National Bank (PNB), Metrobank, Citibank, HSBC, Bank of the Philippines (BPI) and like banks know. Get to know your bank manager. Many of these good people surround themselves with circle of friends who have financial contacts that have become very successful.

2008-04-17 09:48:54 by g-money