Insurance - , California, United States
President, CEO & CCO/VP of Operations at Client One Securities, LLC
Client One Securities is an independent, full-service boutique broker-dealer for experienced Registered Representatives and Investment Advisory Representatives. Client One strives to provide everything financial professionals need to deliver the highest level of service to their clients. To help our financial professionals achieve their goals, we do business with the top vendors. Our comprehensive list of selling agreements includes more than 100 mutual fund companies, 30 variable insurance carriers, a variety of real estate investment trusts (REITs) and comprehensive fee-based options to fit your business.We offer a wide array of product support including:Mutual Funds • Stocks • Bonds • Exchange-Traded Funds (ETFs) • Variable Life Insurance • Variable Annuities • Real Estate Investment Trusts (REITs) • Business Development Companies (BDCs)Fee-based advisory services include:Rep Managed Open Architecture Wrap Platforms • Proprietary Models Platform • Elite Choice 401(k) Program • Third-Party Money Managers • Financial Planning and ConsultingCall the Client One sales team to learn more about our offerings at 888.909.9399.
MX Logic
Cloudflare DNS
CloudFlare Hosting
Sendgrid