Commissions - Fees charged by brokerage firms for their services, often calculated as a percentage of the transaction value., Discount Brokerage - An online brokerage firm that offers low-cost or commission-free trading services but may provide fewer additional financial services compared to full-service brokerages., Full-Service Brokerage - brokerage firm that offers a wide range of financial services beyond trading, including investment advice, money management, and financial planning., Wrap Fee - An all-inclusive annual fee charged by full-service brokerages, covering various services such as stock trades, advisory services, and research, typically based on a percentage of assets under management (AUM)., Robo-Advisor - An online investment platform that uses automated algorithms to manage and implement investment strategies on behalf of clients, often with low fees., Registered Investment Advisor (RIA) - An independent brokerage or advisory firm that provides personalized financial advice and investment management services while following the fiduciary standard of acting in the client's best interest., Captive Brokerage - A brokerage affiliated with a specific mutual fund or insurance company, typically selling only products from that company., Independent Brokerage - A brokerage not affiliated with a specific mutual fund or insurance company, allowing them to recommend and sell a broader range of products and often required to follow the fiduciary standard., Stock Trading - The buying and selling of shares (stocks) in publicly-traded companies on stock exchanges., Mutual Funds - Investment vehicles that pool money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities., Bonds - Debt securities issued by governments or corporations to raise capital, with investors receiving periodic interest payments and the return of the bond's face value at maturity., Options - Financial contracts that give the holder the right, but not the obligation, to buy (call option) or sell (put option) an underlying asset at a specified price within a specified timeframe., Financial Consultation - Providing advice and guidance on various financial matters, including investment strategies, retirement planning, and tax optimization., Market Analysis - The process of evaluating financial markets, including assessing trends, risks, and opportunities, to make informed investment decisions., Estate Planning - The process of arranging for the management and distribution of one's assets after death to minimize taxes and ensure the wishes of the deceased are carried out., Tax Advice - Providing guidance on tax planning strategies to minimize tax liabilities and maximize financial efficiency., Money Management - The active management of an individual's or institution's financial resources, including investments, budgeting, and wealth preservation., Investment Research - The process of gathering and analyzing information about financial instruments and markets to make informed investment decisions., Fiduciary Standard - A legal and ethical obligation requiring a financial advisor to act in the best interests of their clients, prioritizing the clients' welfare over their own., Brokerage Firm - A company or financial institution that acts as an intermediary between buyers and sellers, facilitating transactions for various financial instruments such as stocks, bonds, and options.,
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