ProEquities is the Right Fit
What makes us so sure ProEquities is the right fit for you? Simply put, our culture.
Sure. All broker/dealers claim to have the “magic five” -- product, service, tools, all kinds of support, and compensation. But to us, those are just table stakes. What sets ProEquities apart is a team that truly knows what it takes to go beyond simple lip service in building your business…
Can your current broker/dealer tell you the top five challenges that you’ll face this year as you try to grow your business? It varies by advisor. So we take the time to listen.
We consider what you tell us and ask clarifying questions so that we truly understand your overall objectives and the unique challenges that stand between you and the business of your dreams.
Only then do we reply. Not with a cookie-cutter answer, but with a personalized action plan. A roadmap that’ll help you take your business wherever you want it to go.
Together We Can Do So Much
Don’t spend another year with a Broker/Dealer that takes an 80/20 approach to service, marketing, or business development. Let ProEquities join you on your distinct journey.
We’ll bring new programs, fresh ideas, and innovative tools to the table, as well as a commitment to a long-term relationship built on integrity, expertise, and trust. You bring your passion for helping clients, a desire to grow, and your entrepreneurial spirit.
Make Your Move the Right Move.SM
*Average annual retention rate of 97% for each of the last 10 years for advisors with a minimum GDC of $150k through 1Q17.