Examples of Financial Advisors in a sentence
You agree that we are not responsible for fee disclosure obligations of Financial Advisors or your HSA Administrator, or for any claim arising from actual or alleged violations by your HSA Administrator or Financial Advisor of any state or federal laws related to broker-dealers or investment advisors.
Stifel and your Financial Advisors receive com- pensation when clients invest in mutual funds.
I understands that this Agreement may be amended from time to time by Quantum Financial Advisors, Inc.
Also, in the ordinary course of business, our Financial Advisors may receive promotional items, meals or entertainment, or other similar “non-cash” compensation from insurance companies with which we do business.
When clients invest in insurance products, Stifel and our Financial Advisors may receive compensation paid by the insurance company out of its assets, which may include any profits the insurance company makes on insurance contracts.