Our thoughts are with everyone during these unusual times, and we assure you that we are working to make certain your needs are met without interruption. While we do not envision any interruptions in service and have taken steps to make this a reality, we do ask for your patience in the event you experience an unforeseen delay. If you are unable to reach your financial representative, you may contact ProEquities client services at 1-800-288-3035 or email at clientservices@proequities.com. We appreciate your patience and are committed to serving you.
Concierge Service
- Trusted Solutions
- Business Consulting Services
- Operations: Services & Support
- Concierge Services
- ProEquities Fast Facts
ProElite
The ProElite Group is a concierge-style service for ProEquities’ top advisors. In addition to our company’s personalized approach, the ProElite group has access to a dedicated relationship manager who is there to assist these advisors with their unique needs.
Trips & Incentives
An invite-only annual recognition and rewards celebration called The Elite Summit is held for advisors who attain distinctive performance levels.