Success as a Financial Advisor For Dummies
Autor I Illanen Limba Engleză Paperback – 31 dec 2018
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Specificații
ISBN-13: 9781119504108
ISBN-10: 1119504104
Pagini: 384
Dimensiuni: 187 x 235 x 21 mm
Greutate: 0.5 kg
Editura: Wiley
Locul publicării:Hoboken, United States
ISBN-10: 1119504104
Pagini: 384
Dimensiuni: 187 x 235 x 21 mm
Greutate: 0.5 kg
Editura: Wiley
Locul publicării:Hoboken, United States
Public țintă
A must–have reference guide to more than 635,000 FINRA Registered Reps across 3,771 Member Firms and 385,700 Insurance Sales Agents. Additionally, millions of retail investors are faced routinely with the nagging question of whether or not they are working with a financial advisor who is truly looking out for their best interest. Secondary audience: Students studying finance looking to get into this industry. Perfect course supplement.Notă biografică
Ivan M. Illán, CFS, has directly raised and managed over $1B in assets from both institutional and retail clients. He's the founder and chief investment officer of an independent wealth management firmbased in Los Angeles. As a Forbes Contributor, an Investopedia Premier Advisor, and Five Star Wealth Manager, Ivan's insights are published routinely on both the financial advisory profession and capital markets.