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Send Us Your Request Today!

A recruiting kit will be mailed to you after submitting the form below.

Thank you for your interest in ProEquities!

In order for us to properly address your business needs, we ask that you answer the following questions completely.

* = required

Personal Information

Name * :        
Business Phone * :    
Business Fax :
Address 1 * :
Address 2 :             
City * :
State * :        
Zip * :    
Email Address * :

 Any further correspondence should be sent to the following  mailing address:

 

 Current Broker-Dealer:

 How did you hear about ProEquities, Inc?
 

Regulatory

 Have you ever had any regulatory or compliance problems?

 Have you ever been in a lawsuit, customer complaint, bankruptcy or internal investigation?

Are you a registered Investment Advisor? 

 

 Production (Gross Dealer Concession)

 YTD:
 Last Year:
 2 Years Ago:

 Product Mix 

 Mutual Fund:     %
 Variable Annuities:  %
 Advisory Fees:  %
 Variable Life:  %
 Stocks:  %
 Bonds:  %
 Direct Investments:  %
 Other:  %
 Licenses Held:
 

 Other

 Are you interested in an OSJ (supervisory) position? 
 Are you interested in being an Investment Advisor Rep (IAR) ? 

 Non-Registered Life Insurance Commission:

 YTD:
 Last Year:
 2 Years Ago:

What is/are your markets? 
  
 
 How would ProEquities help you build your business?
  
 
 Questions or Comments?