When you join Investors Capital, you have the
freedom to develop your own business strategy
and decide what types of products and services
to offer your clients. To help you better meet their needs, we provide one of the most comprehensive ranges of non-proprietary products and services
in the industry.
Furthermore, Investors Capital Insurance Agency has selling agreements with more than 30 carriers. Our
Insurance Agency’s team of highly trained field
experts and financial professionals can provide you with valuable case development, prospecting, and cross-selling opportunities, as well as marketing
assistance and sales coaching.
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| Investment Products |
Financial Services |
• Full Service Equity & Fixed Income Trading
• Mutual Funds
• Fixed & Variable Annuities
• Alternative Investments
• Unit Investment Trusts
• Certificates of Deposit
• Full Range of Insurance Products |
• Professional Money Management
• Mortgage & Credit Card Services
• Estate Planning & Trust Services
• Retirement Planning
• Employee Stock Option Services
• Full-Service Investment Banking
• College Planning & Funding |
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Through Investors Capital and our clearing firm,
Pershing, LLC, you have access to a comprehensive
suite of products and services to assist you in
building your business. These include:
- No Transaction Fee Mutual Fund and Annuity
Programs
- Asset Management and Retirement Accounts
- Fee-based Brokerage and Managed Account
Programs
- Equity Research from Globally Recognized
Providers
- A Wide Range of Wealth Management Solutions, such as Trust Services through Pershing’s Private
Client Group
You also have access to an array of business
building tools, that are not specifically product-
related, but may enable you to provide additional benefits to your clients. These include:
- A tax-lot accounting and performance
measurement service that gives you the ability
to actively monitor and control your clients’
accounts. Through NetExchange Pro®, Pershing’s online brokerage and account management
platform, you can quickly access cost basis and
account performance metrics, and allow your
clients to view their realized and unrealized
gains/losses on their account statements.
- A securities-based line of credit that your qualified clients can access for most personal or business needs.
YOU HAVE THE INDEPENDENCE TO CHOOSE THE PRODUCTS OR SERVICES THAT
ARE RIGHT FOR YOUR CLIENTS.
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