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COVID-19

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.

Portfolio Management Support Advisors Should Expect From Broker-Dealers

Posted on March 20, 2019

Access to superior technology, a nimble approach to portfolio construction support, and a more personalized service that boosts an advisor’s ability to do their jobs: This is the practice management support that advisors need from their firms, writes our Libet Anderson at Wealthmanagement.com.

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