What does a full-service broker do?

A full-service broker is a brokerage firm or individual who provides a wide range of services to clients beyond buying and selling securities.

A full-service broker provides comprehensive financial services, including:

• Investment Advice: Personalized recommendations based on clients' financial goals and risk tolerance.
• Trading Services: Buying and selling securities like stocks, bonds, and mutual funds.
• Portfolio Management: Managing investment portfolios to optimise returns and manage risks.
• Financial Planning: Assistance with retirement, tax, estate planning, and wealth management.
• Research and Analysis: Providing market research, reports, and investment insights.
• Retirement and Insurance Services: Offering retirement accounts, insurance products, and annuities.