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Summary GB550 Unit 1 Assignment.docx Financial Advisor to Firm XYZ, INC GB550 Financial Management Purdue University Global Investment Advising at Firm XYZ, Inc. Introduction Starting a new career can be exciting and full of new challenges. As I begin m$4.99
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Summary GB550 Unit 1 Assignment.docx Financial Advisor to Firm XYZ, INC GB550 Financial Management Purdue University Global Investment Advising at Firm XYZ, Inc. Introduction Starting a new career can be exciting and full of new challenges. As I begin m
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GB550 Unit 1 A Financial Advisor to Firm XYZ, INC GB550 Financial Management Purdue University Global Investment Advising at Firm XYZ, Inc. Introduction Starting a new career can be exciting and full of new challenges. As I begin my new journey at XYZ, Inc. a brokerage firm with the role ...
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Running Head: GB550-U1_Financial Advisor to Firm XYZ, INC 1
Financial Advisor to Firm XYZ, INC
GB550 Financial Management
Purdue University Global
, GB550-U1_Financial Advisor to Firm XYZ, INC
2
Investment Advising at Firm XYZ, Inc.
Introduction
Starting a new career can be exciting and full of new challenges. As I begin my new journey at
XYZ, Inc. a brokerage firm with the role of investment advisor many financial management
decisions must be made. I have been tasked with a client by the name of Sofia Matias. Sofia is a
professional tennis player from Chile that has relocated to the Unite States. Sofia came to XZY,
Inc. with a goal in mind, she is looking to start her own company. This company will produce
and market her clothing apparel that she has designed. Sofia is investing a substantial amount of
money with XYY, Inc. to kick start her dream. With Sofia just coming to the United State and
entering in a business world she has not been involved in she would like to gather and
understanding in general terms what will happen to her money. In order to answer Sofia’s
questions, the following list of questions must be answered. These questions were developed by
my boss for me to explain the United States financial system to Sofia.
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