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Rod is looking for professional financial assistance. Rod has a solid grasp of how investing works, but needs a way to handle the actual buying and selling of stocks. Rod knows where he wants his portfolio to be over the long term, and he believes that he knows in which companies he wishes to invest. Recommend an appropriate financial professional for Rod.

a.
Discount broker
b.
Full-service broker
c.
Financial planner
d.
Investment Advisor

2 Answers

1 vote

Final answer:

Rod should consider hiring an Investment Advisor for managing the buying and selling of stocks according to his long-term investment strategy. Investment Advisors not only make trades but also provide customized financial advice. For easier diversification, Rod could consider investing in mutual funds which offer a portfolio of various stocks or bonds.

Step-by-step explanation:

Rod is looking for professional financial assistance and needs help handling the actual buying and selling of stocks. Since Rod has a solid grasp of investing and knows in which companies he wishes to invest, the most appropriate financial professional for him would be an Investment Advisor.

An Investment Advisor will manage the buying and selling of stocks on behalf of Rod, adhering to Rod's long-term portfolio strategy, and offers personalized advice catered to his individual financial goals.

One can purchase stocks through various platforms, and diversifying your portfolio is crucial to managing risk. By investing in a mutual fund, an investor can own a share in a diversified portfolio managed by professionals, making it simpler to achieve diversification.

Mutual funds buy a range of stocks or bonds from different companies, which provides the benefit of diversification to individual investors without the complexity of buying each security individually.

User ZLK
by
9.4k points
3 votes

Answer:

A.Discount broker

Step-by-step explanation:

User Jadent
by
7.4k points