Welcome to the Presidential Brokerage, Inc. Website
We appreciate your visit and your interest in
us!
Insight into
Presidential Brokerage
In the early 1990s, Presidential Brokerage,
Inc., was founded with a distinct primary objective – to build a profitable business
by treating clients in the way we, ourselves, would like to be treated. The tenets of
fairness, ethics, and responsive service – although comparatively rare commodities in
the world of finance – helped form our firm’s foundation.
Today, that tradition continues. We like to characterize
Presidential as having a small-company culture – where each client’s business is
important and appreciated – along with BIG COMPANY products and capabilities. Thanks
to having an experienced and dedicated team, an array of sophisticated research and
analytical tools – and especially our affiliation with First Clearing Corporation and
its parent organization Wachovia Corporation – we believe we offer investors as wide
a selection of investment products and as deep an insight into addressing their individual
needs as any firm in the industry. While the giant firms increasingly cater only to the
"financial elite," Presidential believes that individuals across the financial
spectrum deserve sound advice and quality products.
An example of why we are different? Our Financial Consultants are not obliged to sell
in-house, or proprietary, products. As a result, their primary motivation is to find the
most appropriate investments for each individual client. The Firm provides our brokers
with no added incentive nor implied pressure to sell one product over another.
Presidential Brokerage, Inc., is a registered broker/dealer and investment adviser.
From offices located in Colorado and California, we service clients across virtually all
of the United States.
Mission at Presidential Brokerage, Inc.
To provide quality products and services to our customers.
Encourage creativity and provide a rewarding work environment for our people. To create
corporate financial health and be motivated to pursue the path to excellence through
continuous improvement in all that we do.
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Vision
of Presidential Brokerage, Inc.
To emphasize accountability and reward accomplishment,
while stressing ethical behavior. We are proud of our tradition of providing quality
products and services, acting with integrity, and helping our customers achieve their
financial goals.
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Commitment
of Presidential Brokerage, Inc.
We are committed to helping our customers achieve all of
their financial goals. Customers are the reason we exist and we must go above and beyond
their expectations to create positive, memorable experiences for them. We must listen to
their needs, provide them with creative, appropriate financial solutions and serve them in
a friendly, caring way building sustaining relationships. We are committed to competitive
excellence, people, and technology required to meet our customer needs.
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Standards
and Ethics
To conduct ourselves with unfailing
commitment to the highest ethical and professional standards. To always treat others as we
would like to be treated.
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DISCLAIMER
This site is not open for use by residents of New Hampshire, Maine, or Puerto Rico, nor
by any resident of any jurisdiction where Presidential Brokerage, Inc. is not licensed as
a registered Broker/Dealer. The information contained herein is obtained from sources
deemed reliable and is believed correct at the time of publication. However, we cannot
warranty the accuracy of the content on these pages and/or linked pages; further,
information presented herein is subject to update and/or revision at any time.
This is not an offer to buy, nor the solicitation of an offer to sell any securities.
All security transactions are subject to individual investment needs, tolerance for risk,
investing experience, and/or long-term objectives.
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