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Financial Advisor This is a wide term for the professional who facilitates to manage your money. You pay the advisor as well as in exchange, they facilitate with any number of money-related tasks. A well-renowned financial advisor always help in managing investments, broker the sale as well as the purchase of stocks or funds. He helps in creating a comprehensive estate as well as tax plan. If the advisor is working with the public, they must hold the Series 65 license. With that license, there are diverse other financial advisor credentials that the advisor might hold and it depends upon the services that are provided. Financial advisor is the subsets of financial advisor group that might include money managers, stock brokers, insurance agents, estate planners as well as bankers. Financial advisor provides Expert Financial Planning & Advisory Services to users to promote systematic investment plans. These plans help in periodic savings in order to transfer fun...