Group / Offices

Are you thinking about making a move?
Are you thinking about becoming an independent or starting your own office?
Do you want to make sure you get the best deal possible?
Are you asking yourself how can I shop around without my firm finding out?

Well that's how we can help...

We will protect your identity and shop around for the best possible deal.
Our services will not cost you a dime.
We guarantee that we will not disclose your identity to any firm until you have given us permission to do so, and we will disclose the firm to you before your name is disclosed.
This might be the most important decision that you will make in your career.

So simply fill out our fast and easy questionnaire
and we will match you right up with the best possible firm.

The Following information will remain confidential and will not be released to our participating broker dealers.

Name:

Address:

Phone Number:

Cell Phone Number:

Email:

The Following information will be disclosed to our participating broker dealers.

Are you currently registered with a firm?:

How many years have you been in the business?:

Are you insurance licensed?:

Do you sell annuities? If yes what selling agreements might you need in place?:

Do you work for a large, medium or small firm?:

Are looking to move with a group?

Are you looking to start an OSJ?:

Do you work in a branch or an office?:

What states are you currently registered in?:

Do you have any foreign accounts?:

If yes what countries?:

What state and city are you looking to work in?:

Do you have any "yes" answers on your license?:

Do you have any pending customer complaints or arbitration?:

Do you have any pending inquiries from any state or regulatory agencies?:

What is current money line?:

What is your current % of product mix? (Equities, Fixed Income, Options, Mutual Funds, Annuities, Other?):

Would you consider yourself a:

"Position Broker" "Transactional Broker" "Portfolio Manager"
"Institutional Broker" "None of the Above"

Your 3 largest customers equal what % of your money-line?:

Your 3 largest commission customers equals what % of your commissions?:

What were your gross commissions in the last 30 days?:

What were your gross commissions in the last 90 days?:

What were your gross commissions in the last 12 months?:

What is your current payout?:

What is your current ticket charges?:

What is your current miscelleaneous monthly charges?:

Are you looking for a W2 or a 1099?:

Are you looking for a small, medium, or large firm?:

Are looking for a national, regional or local broker dealer?:

What % payout are you looking for?:

Are you looking for upfront advances or draws?:

Are you willing to sign a contract?:

Are you looking for a specific clearing firm?:

Are you looking for an investment banking department?:

And we'll get right back to you with a match for the best possible firm.

Group / Offices

Are you thinking about making a move? Are you thinking about becoming an independent or starting your own office? Do you want to make sure you get the best deal possible? Are you asking yourself how can I shop around without my firm finding out?

Well that's how we can help...

Are you thinking about making a move?
Are you thinking about becoming an independent or starting your own office?
Do you want to make sure you get the best deal possible?
Are you asking yourself how can I shop around without my firm finding out?