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Madison, Wisconsin - Stock & Bond Brokers search results Premier Listings

 
Common Broker Terms

Many people have only a general idea of where their funds are invested. While many clients are offered online listings of their assets, few understand what they mean. Even when asked, bankers have a hard time explaining things in a way that many can totally grasp. Tired of your money guy talking circles around you? Below are a few key terms to help you understand the lingo of the business.

  • Stock – A certificate that proves partial ownership of an organization or business.
  • Bond – A document offered by the government or a private company which guarantees repayment of money that was borrowed on a previously decided date.
  • Broker – A person who handles the financial investments of their clients. They buy and sell items such as stocks according to predictions about the stock market.
  • Stock Market – A global organization where brokers meet to buy and sell financial securities. You can keep track of the ups and downs online.
  • Portfolio – A complete listing of investments owned by a certain party.
  • Mutual Fund – A mutual fund is a type of company that used the funds of its investors to purchase a variety of stocks from other companies.
  • Fidelity Bond – A kind of insurance that protects investors from financial losses they experience because of fraud on the part of a specified company or individual.
  • Share – Part of a company’s stock. These are usual worth small, equal amounts and investors has the option of purchasing more than one.
  • Shareholder – Also known as a stockholder, this is a person who owns one or more shares of a business’s stock.
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    National Association of Stockbrokers
    San Diego, CA 92121
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    State Bank of Cross Plains
    108 N Main St, Verona, WI 53593
    Since 1908, the State Bank of Cross Plains has been dedicated to providing financial advice and dedicated service to the residents, businesses and communities of Dane County, Wisconsin.
    (608) 845-6486
    Rbc Wealth Management
    10 E Doty St Ste 1000, Madison, WI 53703
    (608) 252-7500
    Wells Fargo Advisors
    22 E Mifflin St Ste 300, Madison, WI 53703
    (608) 316-1261
    Ameriprise Financial
    10 E Doty St, Madison, WI 53703
    (608) 441-5763
    Wisconsin Discount Securities
    10 E Doty St Ste 800, Madison, WI 53703
    (608) 251-0504
    Edward Jones
    1732 Fordem Ave, Madison, WI 53704
    (608) 244-8793
    Edward Jones
    301 N Sherman Ave Ste 200, Madison, WI 53704
    (608) 241-4796
    Coltrane Securities-A Division of Coordinated Capi
    706 River Pl, Madison, WI 53716
    (608) 222-4242
    Shepard Financial Services
    6417 Odana Rd, Madison, WI 53719
    (608) 441-1062
    Girard Securities Inc
    6709 Raymond Rd, Madison, WI 53719
    (608) 275-7850
    Buttonwood Partners Inc
    701 Deming Way Ste 100, Madison, WI 53717
    (608) 827-6400
    Ziegler Wealth Management
    8215 Greenway Blvd Ste 600, Middleton, WI 53562
    (608) 831-2130
    Baird
    8000 Excelsior Dr Ste 302, Madison, WI 53717
    (608) 831-1100
    Buttonwood Partners Inc
    8001 Excelsior Dr, Madison, WI 53717
    (608) 827-6400
    Edward Jones
    132 W Holum St, De Forest, WI 53532
    (608) 846-5117


    Stock and bond brokers work with a variety of investment services that can improve financial growth for individuals and businesses. Many of them are directly involved in trading on the stock market. They might also an advisory role by helping clients choose investment portfolios with high rates of return. Many people hire stock and bond brokers because they want to supplement their incomes with money earned from investment portfolios. The portfolio might include a variety of mutual funds, bonds, and shareholder stocks in companies. Disbursements and profits are often used as equity or to fund retirement. Since the brokers pay close attention to the stock exchange, they can make informed decisions about which mutual funds and stocks to buy. They should also know how to purchase these products when they are at the lowest price. Doing so often manages to give clients the best performance. Many broker and fidelity firms allow their account holders to access their stocks and watch market performance online. They might even offer charts that allow clients to better understand how their portfolios have performed over time. The clients can them make changes to their portfolios or discuss potential changes with the broker. You can learn more about the services that these professionals offer by searching the Internet for their websites. Look for sites that offer strong customer service and online security. You might also search the web for company reviews posted by individuals. This could help you determine which brokers have met the needs of their other clients best.
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