A financial advisor is an individual or legal entity that provides financial advisory services. He can provide services to individuals and legal entities, drawing up a financial plan, helping them with the selection of securities to buy, giving advice on the portfolio management, advising on taxation issues, carrying out the process of preparing the issuer for the issuance of securities and much more. Ultimately, a financial advisor works to improve the financial condition and achieve the financial goals of his client.
A financial advisor can provide a one-time service or work with a client for a long-term period if the client has a need in a regular assistance. However, the efficiency of a financial consultant will always be higher with an integrated approach to solving problems.
A financial advisor may be specialized (for example, he may advise on the bond purchase), or he may have a broad profile of his activity.
The remuneration of a financial consultant depends on the provided service, it can be expressed as a percentage of the amount of capital, a percentage of the planned attraction of funds and can be limited by the minimum amount of remuneration.
Find Any Data on Any Bond in Just One Click
Full data on over 800,000 bonds and stocks worldwide
Powerful bond screener
Ratings from the top 3 global ratings agencies, plus over 70 local ones
Over 300 pricing sources from the OTC market and world stock exchanges
— Are you looking for the complete & verified bond data?
— We have everything you need:
full data on over 700 000 bonds, stocks & ETFs;
powerful bond screener;
over 350 pricing sources among stock exchanges & OTC market;
ratings & financial reports;
available anywhere via Website, Excel Add-in and Mobile app.
You will have detailed descriptive & pricing data for 650K bonds, 76K stocks, 8K ETFs
Get full access to the platform from any device & via Cbonds app
Enhance your portfolio management with Cbonds Excel Add-in
Build yield maps, make chart comparison within a click
Don't wait any longer — start using Cbonds today! Register