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Financial Institutions

In order to remain competitive in an environment where increasing numbers of broker/dealers and insurance firms are getting involved in the banking business, Financial Institutions (e.g. banks and credit unions) are realizing the ongoing benefits of offering a wider variety of investing options for their clients. When you partner with Securities America, we'll be your non-proprietary resource to provide those investing options. We'll also help keep you up-to-date with technology changes, oversee regulatory updates and compliance chores, and provide excellent training and support services.

 

Securities America is a premier broker/dealer with over 25 years of experience providing back office support and leading-edge technology to over 1,900 registered representatives nationwide. A relationship with Securities America will allow you capitalize on your reputation within the community and maintain your branding approach, while increasing the value proposition and variety of products that you provide to your clients.

 

Our service-focused culture is second to none. We will enhance the relationship between you and your clients, and help your investment program deliver quality advice, guidance and outstanding service.  

 

Why do you need to affiliate with a broker/dealer?

  • To broaden and deepen client relationships 
  • To stay ahead of the ever-expanding list of competitors 
  • To be able to provide financial alternatives to all clients, regardless of their stage in life
  • To be able to retain clients as demographic trends point to an increased need for professional wealth management (according to an article in 11/07 Investment News, "Banks have a huge customer base that they haven't tapped into yet... With retiring boomers and [their] trillions in assets, banks are becoming more interested in retirement.") 
  • To help drive additional income

Avoid the trap of unnecessary capital investment. Let us review your program and give you a recommendation on how a partnership with Securities America might might benefit you. We encourage you to learn more about the diverse product selection and dynamic support services we can provide, along with our comprehensive training program. We'll help you put a platform in place that should substantially benefit your bottom line (or, if you have an investment program already in place, let us show you how Securities America can enhance what you already have!).

 

Don't be consumed by the cost to remain competitive...

Call us today and learn how we can help make your Financial Institution more profitable!  For an on-site custom review of your program to determine how Securities America might benefit your Financial Institution, call Tim Militti at 800-747-6111 xt. 7100 or email  tmilitti@saionline.com.

 

 

 




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