Services and Professions:
Broker: An individual or firm that facilitates the buying and selling of financial securities on behalf of investors.
Certified Financial Planner (CFP): A professional designation for financial planners awarded by the Certified Financial Planner Board of Standards.
Certified Public Accountant (CPA): A professional designation for accountants, indicating expertise in accounting and taxation.
Chartered Financial Analyst (CFA): A professional designation for investment professionals, particularly in the field of investment management and analysis.
Enrolled Agent (EA): A tax professional authorized by the U.S. government to represent taxpayers before the IRS.
Market Maker: A financial institution or individual that facilitates the buying and selling of financial instruments.
Registered Investment Advisor (RIA): A financial professional or firm registered with the SEC or state authorities, providing investment advice and managing portfolios for clients.