Are Managed Accounts Offered?

We do not provide advisory services to clients, but we do clear for a rather large number of Financial Advisors who do carry and clear their client accounts with us. As we are not in a position to provide personal recommendations as to Financial Advisors, you would need to research for an advisor on your own and if they are not already affiliated with our company, request that they open an account on your behalf with us.

You may also wish to review the website of a US industry regulator such as FINRA (www.finra.org) which provides information regarding selecting investment professionals along with a tool referred to as FINRA BrokerCheck which allows investors to check the professional background of individual brokers.