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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
" Whenever I am in need of a product or idea to meet a particular client's need, I can call AFS Brokerage and firm does the research for me, coming back with several options and ideas. Jim Booth, for example, always has terrific sales ideas and tips to help me in my sales efforts.
Terry DeLong, Roger Husbands, and Rene Buford are always a tremendous help in keeping me up to date and on time with trading issues and quotes, as well as proper paperwork completion and the Clearing Firm's software capabilities.
I have worked with other brokerage firms, but have never felt the personal attention and support I feel from the staff at AFS Brokerage. The firm has been and continues to be helpful and supportive in building our investment and insurance clientele at LibertyBank. I have been very satisfied with the service, support, training and helpfulness. I look forward to working with them in the future." |
Technology for the Future AFS Brokerage is proud to present the latest in technology for the brokerage industry. Our technology package, called Street Scape, is provided by National Financial. Street Scape, in conjunction with OmniPlanner, provides you with great reporting and tracking tools for business. This online brokerage technology solution helps you service your customers. With quick, efficient tools and easy access to critical functions, this technology can help you save time - allowing you to focus on more revenue-generating activity such as building your book of business. Some of the key benefits of our technology include:
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