This involves creating and managing investment portfolios tailored to clients' financial goals, risk tolerance, and time horizons.
Pooling money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other assets.
Similar to mutual funds, but with a fixed number of shares traded on stock exchanges.
Providing personalized recommendations on investment strategies and products.
Facilitating the buying and selling of securities, such as stocks and bonds, on behalf of clients.
Assisting clients in developing retirement savings plans, IRAs, and other retirement accounts.
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