Financial Services » Personal

Where can i find a mentor that works as personal financial advisor.?

financial editor — Thu, 05 Jan 2012 23:48:18 +0000

I am studying finance because i want to become a financial advisor. Where can i find an expert financial advisor that is willing to take me on as a protege`?

Your Job as a Personal Financial Advisor…..

financial editor — Thu, 06 Oct 2011 02:54:20 +0000

Your career as a Personal Financial Advisor is featured in this job shadowing video as we look at the knowledge, skills and abilities you’ll need to perform successfully. Everyone can use help and advice on where they may save money, or understand the various financial products and how they affect one’s retirement nest egg.

Personal Wealth Management

financial editor — Sun, 27 Mar 2011 11:51:26 +0000

www.davidharper.info Tune in this coming Monday, September 8th, at 1 Pacific, 2:30PM Mountain, Money Matters Network radio show on RCRN. David Harper will be talking about his new book “Stop Chopping Down Your Money Trees” and his five different wealth building secrets. moneymatters.name

Private Wealth Management : The Complete Reference for the Personal Financial Planner

financial editor — Mon, 10 Jan 2011 08:51:34 +0000

Product Description
The last 30 years have witnessed stockmarket booms and busts, economicprosperity and downturns, various presidentialadministrations, and technologicalrevolutions. Through it all, Victor Hallmanand Jerry Rosenbloom have retained theirclassic guidebook’s status as the most accurateand up-to-date resource to help Americansprotect their futures by investing wisely, insuringtheir families, and planning for theirestates and retirements. Now, with Private Wealth Manage… More >>

Private Wealth Management : The Complete Reference for the Personal Financial Planner

The Personal Financial Advisor’s Guide to the Microsoft Office System

financial editor — Sat, 25 Dec 2010 17:50:53 +0000

Product Description
The Microsoft® Office System is the most popular desktop suite of personal productivity tools and technologies. Because the Microsoft Office suite of tools is so comprehensive, it can be challenging for people in certain professions to understand how to use Office to perform tasks specific to their job. This book focuses on the tasks a personal financial advisor performs every day—rather than the all too common software-centric approach that many other technology… More >>

The Personal Financial Advisor’s Guide to the Microsoft Office System

Experienced Financial Services Leader Jim Mullery Tapped to Lead Personal Retirement Savings Initiative at Security …

financial editor — Wed, 20 Oct 2010 12:59:43 +0000

Experienced Financial Services Leader Jim Mullery Tapped to Lead Personal Retirement Savings Initiative at Security …
TOPEKA, KS–(Marketwire – 10/18/10) – James F. Mullery, a seasoned veteran in the financial services industry with more than 22 years experience and demonstrated results in establishing robust product platforms and distribution teams, has joined Security Benefit as a corporate Senior Vice President and President for the company’s newest business initiative, Personal Retirement Savings (PRS). Set …

Read more on Marketwire via Yahoo! Finance

Personal financial advisor

financial editor — Sat, 16 Oct 2010 18:08:30 +0000

Ramblings of a Standard Nerd episode 3: Personal financial advisor This week I talk about what happened to me when I applied for my student bank account. Again, this vlog is based on a real life event, this is what actually happened to me! Twitter: twitter.com Tumblr: lewisrreid.tumblr.com Wofleyedangel: www.wolfeyedangel.com If you’re watching Karen/Cheryl, can you let me know what your name is. It may be important in the future – you forgot to give me a business card! A financial adviser (UK spelling) or financial advisor (US spelling), more recently often referred to as a financial planner, is a professional who renders financial planning services to individuals, businesses and governments. This can involve investment advice, which may include pension planning, and/or advice on Life insurance and other insurances such as income protection insurance, critical illness insurance etc, and/or advice on mortgages. Ideally, the financial adviser helps the client maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. Financial advisers use stock, bonds, mutual funds, real estate investment trusts (REITs), options, futures, notes, and insurance products to meet the needs of their clients. Many financial advisers receive a commission payment for the various financial products that they broker, although “fee-based” planning is becoming increasingly popular in the financial services industry. A further …

Personal Financial Advisor Career Information : Personal Financial Advisor Job Description

financial editor — Wed, 25 Aug 2010 05:49:08 +0000

A personal financial advisor’s job description is providing financial guidance regarding savings and investments. Get a complete job description from a certified personal financial advisor in this free video on a career in financial planning. Expert: Janice Dunn Bio: Janice Dunn is a certified personal financial advisor in Eugene, Oregon. Filmmaker: max koetter

Personal Financial Advisor Career Information : How to Become a Personal Financial Advisor

financial editor — Mon, 16 Aug 2010 11:50:28 +0000

Becoming a personal financial advisor requires an excellent resume, an ability to work with people and a willingness to start as an assistant. Become a personal financial advisor with tips from a certified personal financial advisor in this free video on a career in financial planning. Expert: Janice Dunn Bio: Janice Dunn is a certified personal financial advisor in Eugene, Oregon. Filmmaker: max koetter

Ameriprise Financial Services – The Best Personal Financial Adviser

financial editor — Tue, 13 Jul 2010 22:55:20 +0000

In today’s growing consumer market, where one has plethora of options to choose from for almost all goods and services, many companies have managed to maintain their goodwill and win the rat race with a simple rule – consumer in the king!

Some companies have carved their niche with prompt and accurate customer services and support system. A leading name among financial advisory services today is – Ameriprise Financial Services or the AFS.

Ameriprise Financial Services initiated as a small company from a local office, and have managed to expand a fortune. They are best known for their online financial advisory services and personal consultation.

Their strategy for the same is to use a handy advisor locator. The best part of using this locator is that you do not need to give any personal details. On the company’s web portal simply key in your zip code. The locator would automatically supply a list of Ameriprise Financial Services Advisors with in your vicinity. Be rest assured that you won’t be contacted unless & until you yourself opt to call an agent.

Besides the regular functions of the web portals, Ameriprise Financial Services’ website offers enormous wealth of information on all aspects regarding financial planning. An individual’s financial planning primarily depends on their budget and the financial requirements. However, at the end financial planning remains one’s personal decision. Yet, all of us need to have a clear understanding of our goals from the same.

The personal advisors at Ameriprise Financial Services understand these basics and hence their website details the very core information like:

i. The fundamentals of investment
ii. Tips for paperwork
iii. Information that we must put forward before the advisor to make the best of his services. This way he or she would give you the best possible recommendations for your personalized financial planning needs.

How the Ameriprise Financial Services’ Advisor works?

Ameriprise Financial Services’ personal financial planner initially offers a free consultation session. Here, he or she would help you identify your financial goals. He or she would present before you the realistic & concrete picture of your current scenario and your actual needs. That is your financial stand today and what it requires to meet what you want.

In the following sessions, the advisors would help you synchronize the goals, that is prioritizing the needs & wants. He or she would then prepare the information you need. Next, He or she would present this information in a way that it clarifies all your doubts. Hence the advisor would help you understand the best possible ways to achieve your financial goals.

Ameriprise Financial Services advisors are always there for you in order to answer your questions. Yet, they are just advisors and they would leave the final decisions for the client or customer.

Finally a written plan would be developed. As per your requisites and goals it would also be modified until completion.

That is not all. You advisor would also help you implement the plan with regular meetings. Ensuring that the customer stays on the track to achieve their financial objectives and goals, they would guide you through the required changes as well.

What are the other services provided by Ameriprise Financial Services?

1. Insurance

Ameriprise Financial Services also deals with insurance. They provide:

i. Life Insurance
ii. Health Insurance
iii. Disability Insurance
iv. Long Term Care Insurance
v. Home Insurance
vi. Auto Insurance

2. Banking & Lending Agency

Ameriprise Financial Services is also an efficient banking & lending agency so they help you through money management & financial planning in the practical terms.

3. Investment Products
Ameriprise Financial Services’ investment products include the following:
i. IRAs
ii. Annuities
iii. Stocks
iv. Bonds
v. Mutual Funds

This implies that the clients could easily diversify the portfolios & try varied types of investments during working with the advisors

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