- The quoted price of an investment or asset is the most recent purchase and sale price agreed upon by buyers and sellers.
- Real time refers to information that is being transmitted at the time it is happening, or with a slight delay.
- Registered Representative (RR) - a financial professional who is able to deal with client transactions in the securities markets.
- A stockbroker is a financial professional who buys and sells shares at the behest of clients.
- The transfer agent plays a vital role as a link between the company registrar and the investor.
- Wirehouse is a full-service broker-dealer of any size.
- Completion fee is a comprehensive fee for services provided by an investment manager or advisor.