How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Insurance and Financial Services Agent
  • Broker
  • Bond Broker
  • Commodities Broker
  • Cotton Broker
  • Floor Broker
  • Grain Broker
  • Loan Broker
  • Stock Broker

  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.