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Executive Directory of Investment Advisors

Executive Directory of Investment Advisors allows you to target professionals that specialize in advising corporations, small businesses, and individuals on investing in mutual funds, bonds, hedge funds, money markets, certificate of deposits and stocks. They are also known as investment advisors. Some investment advisors manage people's portfolios of securities. An investment advisor or investment group makes investment recommendations or conducts securities analysis in return for a fee, either through direct management of client assets or written publications

SEGMENTS SELECTS

140,532 Total Universe / Universe Rate $105.00/M
Email Addresses $275.00/M

DESCRIPTION

Executive Directory of Investment Advisors allows you to target professionals that specialize in advising corporations, small businesses, and individuals on investing in mutual funds, bonds, hedge funds, money markets, certificate of deposits and stocks. They are also known as investment advisors. Some investment advisors manage people’s portfolios of securities. An investment advisor or investment group makes investment recommendations or conducts securities analysis in return for a fee, either through direct management of client assets or written publications.

 

With the financial realm growing dramatically each year, the popularity of advisory services and investment newsletters has matched that of brokerage houses, finance-related web sites, finance software, etc. For the investor who likes to stay informed, or who is not comfortable doing all the research on an investment on their own, newsletters and advisory services can provide multiple levels of advice. For those who simply must be pointed in the right direction, newsletters may help dramatically. Those who prefer outright investment tips may opt for the advisory service.

 

An investment advisor who has sufficient assets to be registered with the Security Exchange Commission (SEC) is known as a Registered Investment Advisor (RIA). Investment advisors are prohibited from disseminating advice known to be deceitful or fraudulent, and from acting as a principal on their own accounts by buying and selling securities between themselves and a client without prior written consent. Investment Advisors put their energy and time in research, deliberating, and analyzing, since they have a better sense of the market, along with its movements, compared to ordinary investors who cannot spend time and attention to it. Investment Advisors are usually paid with a fixed amount that both an individual and advisor agree to; a commission based on the securities that they sell; a percent of the value of the financial assets that they handle; and a combination of any of the previously mentioned. 

Investment Advisors are well educated and have a bachelor’s degree or MBA in finance, accounting, statistics, business administration, and economics. Their education may also include risk management, taxes, financial analysis, corporate budgeting, estate planning, tax law, mathematics, and account policies and procedures. Investment advisors must obtain one or more licenses, including the Series 7 and Series 63 or 66 licenses. These licenses are required so that the investment advisors may act as a registered representative and able to give professional financial advice. Series 7 license requires investment advisors have a sponsor; so self-employed investment advisors have an ongoing relationship with a licensed securities company.

 

Investment Advisors read and produce financial statements, bank records, bills, receipts, journals, and customer information. They’re opinions are reliable and are backed up with research and analysis

PROFILE

  • Bus/Industry Type   
    Investment Advisor 		
    Retirement Planning 		
    Investment Management 		
    Financial Planner 		
    Mergers & Acquisitions 		
    Securities Exchange 		
    
    		
    Chain   
    Aim Investments 		
    Ameriprise Financial 		
    Charles Schwab 		
    Charles Schwab & Co / Us Trust 		
    Citigroup 		
    Deutsche Asset Management 		
    Dreyfus 		
    Edward Jones 		
    Federated Investors 		
    Fidelity 		
    Franklin Templeton 		
    J P Morgan 		
    Merrill Lynch 		
    Morgan Stanley 		
    Morgan Stanley Smith Barney 		
    Oppenheimer / Mass Mutual 		
    Pimco Advisors 		
    Primerica Financial Svc 		
    Putnam 		
    Raymond James 		
    T Rowe Price 		
    UBS Financial Svc 		
    Vanguard	  
      

 

ORDERING INSTRUCTIONS

 

Bus/Industry Type
Chain
Geo/Geographical $10.00/M
Job Function/Title $10.00/M
Level of Education $15.00/M
Max per Company/Sites $10.00/M
Phone Number $50.00/M
SIC/NAICS Code $10.00/M
Type of Ownership $15.00/M

ADDRESSING

A/B SPLIT $100.00/F
CD ROM $75.00/F
DISKETTE $75.00/F
EMAIL $75.00/F
Suppression $150.00/F
Transmission $150.00/M