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ProEquities ProElite Group

For our qualified advisors, ProEquities offers the ProElite Group, a concierge level of service which provides top producers even greater benefits to help you better manage and grow your business.

By joining the ProEquities ProElite Group, qualified advisors can expect:

 

Business Consulting Services

We conduct a full review of your business to help uncover opportunities for productivity, quality, and increased service levels.

  • Assess technology and processes being used to determine potential efficiency opportunities
  • Gain a better understanding of each associate’s responsibilities within the advisor’s practice

 

Relationship-Based Service

We partner with advisors to help exceed their goals.

  • Dedicated 800 number and email address for immediate access to experienced Relationship Managers
  • “One Stop Shop” support concept
  • Exclusive networking opportunities with other “Top Tier” advisors

 

An “Inside Partner” within ProEquities

Our ProElite Advisors have a dedicated team of experienced Relationship Managers that serve as their liaison regarding:

  • Product support
  • Operational issues, including commissions, trading, and account processing
  • Compliance/licensing issues and concerns
  • Marketing issues/assistance*

 

*Based on availability and additional charges may apply 

ProElite Group


Learn more about the ProElite Group. 
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