Investor Definitions

FLOATING-RATE BOND (OR VARIABLE OR ADJUSTABLE RATE BOND)

A bond whose interest rate is adjusted periodically according to a predetermined formula; it is usually linked to an interest…

5 years ago

FIXED-RATE BOND

A long-term bond with a set interest rate.

5 years ago

FIXED ANNUITY

An insurance product that promises a minimum rate of interest while your account is growing. The insurance company also guarantees…

5 years ago

FINANCIAL PROFESSIONALS – BACKGROUND CHECKS

You should check out the registration status and background of any financial professional before becoming a client.  Even if a…

5 years ago

FINANCIAL PRODUCT

Examples of financial products include but are not limited to the following: stocks, bonds, derivatives, and currencies.

5 years ago

FINANCIAL PLANNERS

A financial planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can…

5 years ago

FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)

The Financial Industry Regulatory Authority, a self-regulatory organization for the brokerage industry.

5 years ago

FINANCIAL ACCOUNTING STANDARDS BOARD (FASB)

The Financial Accounting Standards Board (FASB) is the accounting standard setter for purposes of the Federal Securities Laws. See GAAP.

5 years ago

FILL-OR-KILL ORDER

A Fill-Or-Kill order is an order to buy or sell a stock that must be executed immediately in its entirety;…

5 years ago

FILING AND REGISTRATION FEES

The SEC collects fees under various provisions of the securities laws, including the following: Section 6(b) of the Securities Act…

5 years ago