Presidential Brokerage Products and Services 

It may sound boastful, but Presidential is able to provide more products and services than nearly any other firm out there. How so? We begin through our 12-year association with First Clearing, LLC, a division of Wells Fargo & Company. This relationship alone puts us in the highest tier of product and technology availability. In addition, as an independent firm, we have built scores of relationships with numerous insurance, mutual fund, annuity, and management companies.  Select oil & gas partnerships, TIC real estate exchanges, non-publically traded REITs, long-term care, etc., are all within our purview.

Examples

First Clearing/Wells Fargo's SmartStation/InfoMAXSM, EnvisionSM Planning Suite, Bond Desk, ILX, huge array of prestigious third-party money managers, multiple high-end research resources, proprietary portfolio management programs, and other alternative and non-market correlated investment.

Our comprehensive suite of solutions includes trade execution and clearing services, securities settlement, record keeping, client confirmations and statements, unsurpassed broker workstation technology, access to the full range of investment products and services, and a unique growth consulting program to help investment professionals take their business to the next level.

Huge selection of exclusive third-party money management teams – selected and monitored by First Clearing
Managed fee-based mutual fund managed programs – comprised of funds selected and vetted by a full-time dedicated First Clearing team. Some of these programs are available to investors having as little as $25,000 – giving you viable investment options for accounts you may not otherwise have time for

.Multiple research sources including Wells Fargo Securities, Standard & Poor's, ValuEngine, and Dorsey Wright & Associates

Highly competitive payouts – whether as an employee in one of our beautiful and energetic offices, or as an independent drawing on our resources, experience, support, and relationships. 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 from multiple highly respected carriers such as Aviva, Lincoln National, Jackson National, TransAmerica, Sun America, Life of the SouthWest, Prudential, Pacific Life
Wide array of insurance products – in-house insurance expertise, experience, and resources for long-term care, life, property/casualty

In addition to being an independent Broker/Dealer and insurance agency, 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.