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investment adviser

/ɪnˈvestmənt ədˈvaɪzər/

翻译: 为客户提供证券、投资和财务规划方面的咨询和建议的专业人士或公司,通常需要在监管机构注册。

1 个条目

phrase

/ɪnˈvestmənt ədˈvaɪzər/C1formalbusiness
  • zh为客户提供证券、投资和财务规划方面的咨询和建议的专业人士或公司,通常需要在监管机构注册。

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.

    zh财务顾问

    • 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.