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 What is the role of a Financial Consultant? Initially, a Financial Consultant may help you choose the appropriate equities or fixed income to invest in to meet a short-term financial goal. Or, they may assist you with starting a long-term college savings plan. However, a Financial Consultant very often assumes many responsibilities related to an overall investment strategy and can assist clients in a variety of ways. Listed below are responsibilities a Consultant might incorporate into their practice. Trusted Advisor: Your Financial Consultant is a licensed professional who is willing to build a long-term relationship with you and communicate with you on a regular and meaningful basis. Educator: Your Financial Consultant will help you become a more successful investor by providing wisdom, advice and guidance regarding planning and portfolio management. Planning Facilitator: Your Financial Consultant has extensive planning capabilities and will provide a process for wealth building, wealth management and wealth transfer. Cross-Generational Family Coordinator: Your Financial Consultant will consider and plan for multiple generations of your family combining their planning skills with those of your other advisors including lawyers and accountants. Portfolio Manager: Your Financial Consultant's primary responsibility is to help you build, diversify and monitor your portfolio. Research analysts, equity and fixed income trading specialists and asset managers will assist in the process. Community Citizen: Your Financial Consultant is often involved in his/her community as volunteers, educators, fundraisers, coaches, council members and organization board members. They are citizens you can count on. |
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Terms and Conditions | Financial Information | Business Continuation Summary | Contact Us | Parker/Hunter, a division of Janney Montgomery Scott LLC. © 2005 Janney Montgomery Scott LLC. All Rights Reserved. Member: NYSE, NASD, SIPC Parker/Hunter, a division of Janney Montgomery Scott LLC investment professionals are available to discuss the suitability and risks involved with various financial products and strategies. We will be happy to provide a prospectus, when available, and other information upon request. We will not accept orders online. If you send us an e-mail, DO NOT INCLUDE TRADING INSTRUCTIONS. Should the viewer leave this site via a link, the existence of such links should not be construed as an endorsement, approval or verification of Janney Montgomery Scott LLC of any content available on third party sites. |
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