Financial Advisor Careers

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Terms in Financial Advisor Careers


An advisor is any person or company involved in advising or investing capital for investors. read more

Certified Consumer Debt Specialist (CCDS)

Certified Consumer Debt Specialist is a professional designation awarded to debt settlement professionals who pass a certification exam. read more

Currency Strategist

A currency strategist evaluates economic trends and geopolitical moves to forecast price movements in the foreign exchange (FX) market. read more

Investment Advisor

An investment advisor is any person or group that makes investment recommendations or conducts securities analysis in return for a fee. read more

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (NAPFA) is a professional association for U.S.-based fee-only financial advisors. read more

Professional Risk Manager (PRM)

A professional risk manager is a designation awarded by the Professional Risk Managers' International Association. read more

Security Analyst

A security analyst is a financial professional who studies various industries and companies, provides research and valuation reports, and makes buy, sell, or hold recommendations. read more

Series 24

The Series 24 is an exam and license entitling the holder to supervise and manage branch activities at a broker-dealer. read more

Series 65

The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers. read more

Tax Advisor

The services of tax advisors are usually retained in order to minimize taxation while remaining compliant with the law in complicated financial situations. read more