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  • Folleto en Ingles

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    Sergio Lozano
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    A financial advisor helps discover a client's financial needs by analyzing their past, present, and future circumstances like age, assets, taxes, profession, family, and investments. They can work for financial advisory companies, securities companies, portfolio management companies, or collective investment and credit institutions. The main functions of a financial advisor are to prepare customized financial plans, manage finances, forecast economic scenarios, solve financial problems, conduct audits, assess opportunities and risks, and establish economic goals and objectives.

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    folleto en ingles

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    A financial advisor helps discover a client's financial needs by analyzing their past, present, and future circumstances like age, assets, taxes, profession, family, and investments. They can work for financial advisory companies, securities companies, portfolio management companies, or collective investment and credit institutions. The main functions of a financial advisor are to prepare customized financial plans, manage finances, forecast economic scenarios, solve financial problems, conduct audits, assess opportunities and risks, and establish economic goals and objectives.

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    © All Rights Reserved
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    31 views2 pages

    Folleto en Ingles

    Uploaded by

    Sergio Lozano
    A financial advisor helps discover a client's financial needs by analyzing their past, present, and future circumstances like age, assets, taxes, profession, family, and investments. They can work for financial advisory companies, securities companies, portfolio management companies, or collective investment and credit institutions. The main functions of a financial advisor are to prepare customized financial plans, manage finances, forecast economic scenarios, solve financial problems, conduct audits, assess opportunities and risks, and establish economic goals and objectives.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    of 2

    DEFINITION

    MY BROCHURE CONTENT is the professional who helps to


    -¿definition? discover the financial needs,
    analyzing past, present and future
    -¿characteristics? circumstances of his client, taking
    COUSER into account his age, his available
    MICROFINANCE -¿in which company do you assets, his tax rate, his professional
    OPERATIONS AND SERVICE work? and family situation, and the rest
    TECHNICIAN of the investments he may have.
    -¿functions of an advisor?
    FILE
    2282390

    MY PRESENTITON
    JUAN GUILLERMO
    LOZANO MURCIA
    FEATURES TYPES OF COMPANIES FUNCTIONS OF A FINANCIAL
    Independent objectives. THAT AN ADVISOR MAY ADVISOR
    good communication and WORK Prepare a financial plan according
    availability. financial advisory companies, to the client's needs.
    which the advisor can create
    and provide the investment Manage finances, ensuring their
    present in directories on the advisory service, such as proper administration.
    web and recommended by their securities companies and
    users. agencies (SV and AV), and Forecast economic scenarios.
    portfolio management
    have an extensive and varied companies (SGC). Financial Solve financial problems.
    portfolio of clients. advice can also be provided by
    management companies of Conduct audits.
    certified and professional. collective investment
    institutions (SGIIC) and credit Assess potential customer
    specialized or generic service. institutions. Logically, all these opportunities and risks.
    companies must be authorized
    to do so. Establish economic goals and
    objectives

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