ProEquities Product Services supports our Financial Advisors in providing their clients with the optimal products and platforms for their specific financial circumstances. The cornerstone of Product Services is our in-depth knowledge of the evolving financial product areas and our ability to strategically consult with our advisors as we plan together for the road ahead.
As consultants, we strive to maximize our advisor's effectiveness with each of their clients. ProEquities also builds and maintains relationships with our preferred product sponsors to utilize their infrastructure in support of our own marketplace.
We categorize our product and services offerings into four categories:
- Core Products
- Investment Advisory Services
- Direct Investments
- Fixed Income Products