brokerage statement

См. также в других словарях:

• Statement Stuffer — A type of sales brochure included in a customer s account statement. Most statement stuffers include some sort of short application and information about other financial services that the customer can obtain. Statement stuffers provide a… …   Investment dictionary

• statement shock — n. • The shock a person experiences when they see a large balance on their credit card statement, particularly in January. • The shock a person experiences when they see a large drop in the value of their investment portfolio. Example Citation: • …   New words

• Itemized Statement — A periodic statement issued by a financial institution, such as a bank or brokerage firm, to its customers detailing all account activity for the period. Itemized statements include deposits, credits, debts, fees and all other pertinent activity …   Investment dictionary

• Account Statement — A periodic summary of account activity with a beginning date and an ending date. The most commonly known are checking account statements, usually provided monthly, and brokerage account statements, which are provided monthly or quarterly. Monthly …   Investment dictionary

• Paper Millionaire — An individual who has achieved a high net worth as a result of the large total market value of the assets he or she owns. This phenomenon usually occurs when investors buy marketable securities that are later bid up to much higher prices on the… …   Investment dictionary

• current market value — The value of a client s portfolio at today s market price, as listed in a brokerage statement. Bloomberg Financial Dictionary …   Financial and business terms

• Net capital rule — The uniform net capital rule is a rule created by the U.S. Securities and Exchange Commission ( SEC ) in 1975 to regulate directly the ability of broker dealers to meet their financial obligations to customers and other creditors.[1] Broker… …   Wikipedia

• Charles Schwab Corporation — Charles Schwab redirects here. For people named Charles Schwab, including the founder of this company, see Charles Schwab (disambiguation). The Charles Schwab Corporation Type Public (NYSE:  …   Wikipedia

• Economic Affairs — ▪ 2006 Introduction In 2005 rising U.S. deficits, tight monetary policies, and higher oil prices triggered by hurricane damage in the Gulf of Mexico were moderating influences on the world economy and on U.S. stock markets, but some other… …   Universalium

• Citigroup — Not to be confused with CIT Group, another large financial services company. Citigroup Inc. Type Public Traded as NYSE:  …   Wikipedia

• United Parcel Service — Ups redirects here. For other meanings of UPS , see UPS. United Parcel Service, Inc. Type Public company Traded as …   Wikipedia