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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Glossary

www.wikipedia.org

www.investopedia.com/dictionary

Frequently used financial terms:

  1. Capital Gain Distribution
  2. Capital Appreciation/Depreciation
  3. Contingent Deferred Sales Charge (CDSC)
  4. Dividend
  5. Dividend Yield
  6. Expense Ratio
  7. Management Fee
  8. Multiple Classes of Shares
  9. Financial Industry Regulatory Authority (FINRA)
  10. Net Asset Value (NAV) per share
  11. Offering Price
  12. Portfolio Turnover
  13. Prospectus
  14. RMD (Required Minimum Distribution)
  15. SEC Yield
  16. Securities and Exchange Commission (SEC)
  17. Total Return
  18. Wash Sale
  19. Yield on Securities

 

 

Our Experience

We have a combined experience of 74 years in the financial services industry holding a variety of registration and licenses.

Community Service

The investment professionals at First  WallStreet Financial Advisors are committed to serving our community by contributing their time in various Charities and Non-Profit Organizations.
More Information

 

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Please call: 1-866-876-1777
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First Wallstreet
Financial Advisors

190 W Huffaker Ln #405,
Reno, NV 89511

  • (775) 826-1777
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  • kdunham@firstwallstreetreno.com
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Copyright Notice

Investment advisory services and securities offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC., a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

190 W. Huffaker Ln., Suite 405, Reno, Nevada 89511 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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