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Commissions Marketing & Sales Support Portfolio Brokerage/Client Services Technology for the Future More Specific Features Service Center Clearing Services Licensing & Registration Securities, E&O Fidelity Bond
"Our integrated brokerage solutions bring together a structured planning process with innovative technology, products and programs to help streamline administrative tasks, satisfy clients, identify new opportunities and generate revenue." |
Clearing Services We have selected National Financial Services, LLC (NFS), a Fidelity Investments Company, as our clearing firm. NFS provides cutting edge technology utilizing a Web-based platform and offers unlimited protection for your client's accounts. NFS is one of the top clearing firms in the country.
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