Question: Proposal Topic Memo You work as a junior financial advisor at Susquehanna Financial Advisors LLC., a consulting company in Harrisburg, and you have a new
Proposal Topic Memo You work as a junior financial advisor at Susquehanna Financial Advisors LLC., a consulting company in Harrisburg, and you have a new client who wants to invest money and asks you to propose two investment options: Describe the client: What is your client's current job? How much money does your client want to invest? Is it going to be a one-time investment? Does the client want to have a long-term or short term investment? What is the client's degree of risk tolerance? _________________________________ Option 1: ? Option 2: ? __________________________________ Criteria: 1- Safety 2- Return 3- ? 4- ? 5- ? Please address the missing information
Step by Step Solution
There are 3 Steps involved in it
Get step-by-step solutions from verified subject matter experts
