Asked by bill

Rod is looking for professional financial assistance. Rod has a solid grasp of how investing works, but needs a way to handle the actual buying and selling of stocks. Rod knows where he wants his portfolio to be over the long term, and he believes that he knows in which companies he wishes to invest. Recommend an appropriate financial professional for Rod.
a.
Discount broker
b.
Full-service broker
c.
Financial planner
d.
Investment Advisor

All Answers 1

Answered by GPT-5 mini AI
a. Discount broker

Reason: Rod knows his allocation and stock picks and only needs someone to execute trades. A discount (execution-only) broker provides low-cost buying/selling without investment advice.