Vocab Bloom Hub

investment adviser

/ɪnˈvestmənt ədˈvaɪzər/

Traducción: Profesional o empresa que proporciona a los clientes asesoramiento y recomendaciones sobre valores, inversiones y planificación financiera, a menudo con obligación de registrarse ante los organismos reguladores.

1 entrada

phrase

/ɪnˈvestmənt ədˈvaɪzər/C1formalbusiness
  • esProfesional o empresa que proporciona a los clientes asesoramiento y recomendaciones sobre valores, inversiones y planificación financiera, a menudo con obligación de registrarse ante los organismos reguladores.

A professional or firm that provides advice and guidance to clients regarding securities, investments, and financial planning, often required to be registered with regulatory authorities.

  1. Financial advisorB2formal

    A professional who provides advice on financial investments, such as stocks, bonds, and mutual funds, to help clients achieve their financial goals.

    esasesor de inversiones

    • The investment adviser recommended a diversified portfolio.
    • She hired an investment adviser to manage her retirement funds.
    • An investment adviser must act in the client's best interest.