How do they match: Personal Financial Advisors

  • Investment Representative
  • Registered Representative

  • Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.

  • Educate clients on financial planning topics.
  • Advise others on financial matters.
  • Compute debt repayment schedules.
  • Confer with others about financial matters.
  • Prepare financial documents, reports, or budgets.