Financial Solutions Advisor definition

Financial Solutions Advisor or “FSA” means a person who is or was employed as a financial solutions advisor by ▇▇▇▇▇▇▇ ▇▇▇▇▇, ▇▇▇▇▇▇, ▇▇▇▇▇▇ & ▇▇▇▇▇ Incorporated or Bank of America Corporation. “Financial Solutions Advisor” or “FSA” includes any person who is or was employed as a trainee in the Advisor Development Program, including as a “Financial Solutions Advisor” or “▇▇▇▇▇▇▇ Financial Solutions Advisor.”
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Examples of Financial Solutions Advisor in a sentence

  • In such an event, a Financial Solutions Advisor will work with you to select a replacement Strategy that may be right for you.

  • You may select your Strategies or make changes to your selections by contacting a Financial Solutions Advisor.

  • Please ask a Financial Solutions Advisor whether investments you wish to deposit are eligible or acceptable.

  • You must promptly notify a Financial Solutions Advisor of any material changes to this information.

  • You should direct all notices and correspondence for your Accounts and related matters covered by this Agreement to a Financial Solutions Advisor.

  • You may revoke your consent to electronic delivery of Program documents, disclosures and notices, and receive paper copies of these Program documents, disclosures and notices at any time by providing a written request to your Financial Solutions Advisor.

  • Conflicts of interest are present when a Financial Solutions Advisor recommends Funds that pay fees to us or our Afiliate, or Funds for which we receive compensation for distribution, marketing services and other support.