A Financial Advisor combines personal skills with all the resources of major global company, with the end result of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic investment consulting. They have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.