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A chartered financial advisor is  an individual who assists clients with investment decisions. The financial advisor provides analysis of various investment vehicles and financial instruments. This analysis is used by the advisor to offer guidance to the client regarding the clientâs financial planning and investment strategy.
Financial adviser. A financial advisor is a professional who suggests and renders financial services to clients based on their financial situation. In many countries Financial Advisors have to complete specific training and hold a license to provide advices. In the United States for example a financial advisor carries a Series 65 or 66 license and according to the U.S. Financial Industry Regulatory Authority, license designations and compliance issues must be reported for public view. FINRA describes the main grou