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Our Colorado-based 18-year old financial services firm is providing one of the widest arrays of products and services available in the industry:
Active and effective marketing – including radio programs and internally created seminars and personalized brochures – designed to bring YOU business. 400+ attended our Evening with Ed Slott seminar in November
Full access to the Wells Fargo/First Clearing SmartStation platform. Wells Fargo is among the top three largest bank holding companies in the nation and 2nd-largest provider of brokerage services
Huge selection of very exclusive third-party money management teams – selected and monitored by First Clearing
Managed fee-based mutual fund programs – comprised of funds selected and vetted by a dedicated First Clearing team. Low minimum requirements
Multiple research sources including Wells Fargo Securities, Standard & Poor's, ValuEngine, and Dorsey Wright & Associates
Highly competitive payouts – independent or employee. We believe our employee payout is the highest in the industry.
Numerous alternative investments — helping insulate clients from market exposure
1031 Exchanges
Selected oil and gas programs
Annuities – fixed, index-linked, and variable
Wide array of insurance products – in-house insurance expertise, experience, and resources for long-term care, life, property/casualty
Presidential Brokerage is an SEC-reporting Registered Investment Adviser. RIA business is your chance to experience more of what you love about being an investment advisor, while also taking greater control of your destiny and enjoying its rewards. By working as an RIA Representative with Presidential you’ll be able to grow your business according to your own vision and asset gathering strategy, and structure your compensation so when your clients’ assets grow, your income can, too.
Experienced, accessible, supportive management. Compliance which responds with a “How can we make this work?” attitude while still closely adhering to industry regulations and good practices.
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