Statements (29)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
occupation
|
| gptkbp:advisorTo |
gptkb:Stocks
Bonds Mutual Funds Asset Allocation Estate Planning Retirement Planning Tax Strategies |
| gptkbp:alsoKnownAs |
Financial Advisor
Investment Advisor |
| gptkbp:certification |
gptkb:Certified_Financial_Planner
gptkb:Series_65 |
| gptkbp:followedBy |
Fiduciary Duty
Suitability Standard |
| gptkbp:goal |
Maximize Client Returns
Minimize Client Risk |
| gptkbp:hasWorkedWith |
gptkb:financial_services_company
Wealth Management Firm |
| https://www.w3.org/2000/01/rdf-schema#label |
Investment Counselor
|
| gptkbp:notableClient |
gptkb:Institutional_Investor
Individual Investor |
| gptkbp:provides |
Commission-Based Compensation
Fee-Based Compensation |
| gptkbp:providesService |
gptkb:Portfolio_Management
Investment Advice |
| gptkbp:regulates |
gptkb:Financial_Industry_Regulatory_Authority
gptkb:Securities_and_Exchange_Commission |
| gptkbp:bfsParent |
gptkb:Ender's_Game_franchise
|
| gptkbp:bfsLayer |
6
|