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investment adviser

/ɪnˈvestmənt ədˈvaɪzər/

Tradução: Profissional ou empresa que presta consultoria e recomendações a clientes sobre valores mobiliários, investimentos e planejamento financeiro, frequentemente sujeito a registro em órgãos reguladores.

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phrase

/ɪnˈvestmənt ədˈvaɪzər/C1formalbusiness
  • ptProfissional ou empresa que presta consultoria e recomendações a clientes sobre valores mobiliários, investimentos e planejamento financeiro, frequentemente sujeito a registro em órgãos 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.

    ptConsultor financeiro

    • 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.