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Broker Dealer Select

When you are seriously looking to move to a new securities broker dealer within 20 to 60 days, you need to maximize your time by:

  • Speaking only with those that have the products, features, services, and payout that you want
  • Speaking only with those that your background qualifies you for
  • Quickly finding the right person to speak with within those broker dealers
  • Quickly finding out and completing the right paperwork that each broker dealer needs to make you a valid offer

This can be a daunting and time-consuming process.

Broker Dealer Select offers a “FREE SERVICE” to producing Financial Advisors, RIA’s and OSJ Groups that can answer your questions and accomplish all the objectives above within a minimum amount of time. Find out more with a “FREE CONSULTATION.”

CLICK HERE

Silver Birch Associates, LLC

CHANGE AGENTS

The resource for Financial Advisors looking for a change. Whether you are actively looking for a new broker-dealer/RIA or interested in developing a “Plan B” for the future – let Silver Birch be your change agents.

CONTACT:

[email protected]

240.753.3410

Check out our website!

PFI Advisors, LLC

PFI Advisors

The Choice For RIAs in Growth Mode and Billion-Dollar Breakaway Teams.

PFI Advisors is available to consult on many of the operational and strategic issues faced by existing RIAs.

Check out our website.