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  2. Independent financial adviser - Wikipedia

    en.wikipedia.org/wiki/Independent_Financial_Adviser

    Independent financial advisers ( IFAs) are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other parts ...

  3. Edward Jones Investments - Wikipedia

    en.wikipedia.org/wiki/Edward_Jones_Investments

    Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...

  4. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...

  5. How to find a financial advisor near you - AOL

    www.aol.com/finance/financial-advisor-near...

    Learn how to find a financial advisor near you quickly and easily. Skip to main content. Sign in. Mail. 24/7 Help. For premium support please call: 800-290-4726 more ways to reach ...

  6. How to find a trusted retirement advisor: Factors to ... - AOL

    www.aol.com/finance/how-to-find-a-retirement...

    For retirement planning, your advisor may spend between 14 and 20 hours per year. That works out to an annual cost of $4,200 and $6,000. Commission-based fee. A percentage or flat fee per trade ...

  7. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Abigail Johnson & family (49%) Current & former employees (51%) Number of employees. 74,000 (2023) [ 3] Website. www .fidelity .com. Fidelity Investments, formerly known as Fidelity Management & Research ( FMR ), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one ...

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