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VashaNatasha [74]
3 years ago
11

Robert works part-time for JJ Financial Planning, where he develops financial plans for clients. He asks clients a series of que

stions about their current finances and investment objectives, and uses their answers to create customized financial plans. These plans often include recommendations that they purchase insurance or variable annuities, opening IRAs or other types of retirement accounts. Robert charges a fee for the plans, but he does not earn commissions for selling clients variable annuities and insurance to implement their plans. Is Robert an investment adviser representative
Business
1 answer:
gtnhenbr [62]3 years ago
5 0

Answer: Yes. Robert is is an investment adviser representative

Explanation:

Based on the scenario given in the question, we can deduce that Robert is an investment adviser representative. An Investment Adviser Representative is someone who is an employee for an investment advisory company and the person provides advice that are related to investments activities for the company.

In this case, Robert is performing the duties of an investment adviser representative for JJ financial planning.

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A ___________ occurs when a company examines its data to determine if it can meet business expectations, while identifying possi
Lelu [443]

Answer: Data gap analysis.

Explanation:

A Data gap analysis occurs when an organization evaluates it's available data, and seek methods of improving data collection to meet up with business expectations. Data gap analysis is done to ensure that, an organization has the right information to enable them run operations effectively.

4 0
3 years ago
After receiving the seller’s transfer disclosure statement, buyer clark rivers is not satisfied that all has been revealed. he’s
Neporo4naja [7]

Answer:

Both b. and c.

That is

b. i’m sorry, but the transfer disclosure statement covers all material facts that must be disclosed, and a person having aids is not a material fact, whether or not it would be applicable in this situation.

c. i’m sorry, but i am not permitted to answer this question, as it could be a potential civil rights violation, under the federal and state fair housing laws.

Explanation:

In the given instance the buyer if the property is asking if the previous tenant had AIDS and wants to use this information in the purchasing process. This is illegal and could result in legal action due to civil rights violation. Discrimination is not allowed in deciding to do business with another party, and the buyer is trying to discriminate on the grounds that the previous owner had AIDS.

Also in disclosing relevant information, wether the previous owner had AIDS is irrelevant to the sale of the house as it does not affect the quality of the house.

3 0
3 years ago
Valuing Trading Securities at Fair Value On January 1, Valuation Allowance for Trading Investments had a zero balance. On Decemb
Artist 52 [7]

Answer:

Dr. Trading securities                                    $4,800  

Cr. Unrealized gain on trading securities    $4,800

Explanation:

Trading securities are recorded reported on the fair market value. The gain or loss arise from the increase or decrease in the value of trading securities. There is a gain if the price of trading security increases and loss when the price of the trading security decreases. Unrealized gains are reported in the separate section of stockholders equity.

Gain on Trading securities = Fair value of security portfolio - Cost of security portfolio = $46,300 - $41,500 = $4,800  

6 0
3 years ago
About 35 percent of online consumers are interested in customizing product features or in purchasing build-to-order products tha
yaroslaw [1]

Answer: (D) Form Utility

Explanation:

  The form utility is one of the type of concept that helps in increasing the actual value of the products in the market and in the form utility following example are the type of finished product that the customers are willing to purchase are as follows:

  • Electronics products
  • Furniture type goods
  • Parts of vehicle

According to the given question, the given situation is helps in demonstrating that the electronic commerce plays an important contribution to the consumers value by the creating of the form utility.

 Therefore, Option (D) is correct answer.        

5 0
3 years ago
On January 1, 2021, Ozark Minerals issued $10 million of 9%, 10-year convertible bonds at 101. The bonds pay interest on June 30
joja [24]

Answer:

Upon issuance, Ozark should "<em>Credit premium on bonds payable $100,000</em>"

Explanation:

Issue price of bond is ($10 million * $101) = $10,100,000

The face value of the bond                       = $10,000,000

The premium on bond = $10,100,000 - $10,000,000

The premium on bond = $100,000

                                   Journal entry

                                                    Debit                   Credit

Cash                                        $10,100,000

Premium on bonds payable                                $100,000

Bonds payable                                                     $10,000,000

Conclusion: Upon issuance, Ozark should "Credit premium on bonds payable $100,000"

7 0
3 years ago
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