Ford financial services broker

Ford financial services broker


Регулярные торговые сигналы, уникальная аналитика, эксклюзивные биржевые обзоры и экономические новости, литература о FX, валютном трейдинге, обучающие материалы для новичков, аналитические и практические вебинары для трейдеров – вся совокупность информации об инвестировании и спекуляции на бирже широко представлена fortfs.

Top forex bonuses


Ford financial services broker


Ford financial services broker


Ford financial services broker

Клиент имеет право отказаться от услуг компании. В этом случае возврат денежных средств осуществляется согласно клиентскому соглашению и политике возврата денежных средств.


Ford financial services broker


Ford financial services broker



Ford financial services broker


Ford financial services broker


Ford financial services broker


О рынке forex


Fortfs предлагает трейдинг на forex и других международных финансовых рынках. Торговля ведется в целях спекуляции и страхования финансовых активов. Например, производители и экспортеры таких товаров, как нефть, газ, золото, серебро, платина, палладий, пшеница, кофе, какао, соевые бобы и т.П. Ежеквартально инвестируют в соответствующие товарные контракты на фьючерсы и применяют опционы, либо производные CFD инструменты для ограничения влияния резких колебаний цен на свою прибыль. Следовательно, они обеспечивают защиту и приумножение активов своих компаний. Преимущества и различия CFD на фьючерсы от биржевых фьючерсов часто не остаются без внимания даже опытными хеджерами и инвесторами.


Fortfs отслеживает новые и наиболее перспективные тренды на мировых валютных и биржевых площадках. Так, одним из восходящих трендов в мире финансов стало инвестирование в ETF CFD контракты на целые экономические регионы: USA, азия, европа, африка, индия, латинская америка.


Компания использует сервисы не только для квалифицированных инвесторов, но также и для начинающих трейдеров с небольшим опытом на форекс. В основном они используют такие услуги fortfs, как счет для новичка, бонус без депозита (приветственный бонус), бонус на депозит и бонус, поддерживающий маржу (support margin bonus).


Брокер fortfs предоставляет инвестиционные сервисы для клиентов, желающих получать стабильный пассивный доход. S.T.A.R. И copytrading (копитрейдинг) востребованы опытными трейдерами, которые извлекают дополнительный доход, являясь управляющими фондов.


Регулярные торговые сигналы, уникальная аналитика, эксклюзивные биржевые обзоры и экономические новости, литература о FX, валютном трейдинге, обучающие материалы для новичков, аналитические и практические вебинары для трейдеров – вся совокупность информации об инвестировании и спекуляции на бирже широко представлена fortfs.


Мы стремимся не только расширять линейку своих программ и сервисов для клиентов, но также постоянно улучшаем качество предоставляемых услуг на рынке forex. Передовые алгоритмы обработки торговых ордеров и контракты с лучшими провайдерами ликвидности помогли завоевать fortfs международное признание в рейтинге (TOP 10) лучших брокеров ECN с NDD исполнением.


Fort financial services LTD,
registration number 25307 BC 2019
suite 305, griffith corporate centre
P.O. Box 1510, beachmont kingstown
st vincent and grenadines


Fort financial services LTD зарегистрирован на территории сент-винсента и гренадин как международная бизнес-компания с регистрационным номером 25307 BC 2019. Объектом деятельности компании является любая деятельность, разрешенная законом о международных коммерческих компаниях (включая внесенные поправки), главой 149 пересмотренных в 2009 году законов сент-винсента и гренадин, и включает в себя, не ограничиваясь, осуществление любых коммерческих, финансовых, кредитных операций, заимствования, торговлю, оказание услуг и участие в других предприятиях, а также предоставление брокерских услуг, обучение и управление счетами, торгующими валютой, сырьевыми товарами, индексами, CFD и финансовыми инструментами с использованием заемных средств.


Торговля на финансовых рынках сопряжена со значительными рисками, включая возможность полной потери инвестиционного капитала. Данный вид деятельности подходит не всем инвесторам. Высокое кредитное плечо увеличивает риск (уведомление о рисках).


Клиент имеет право отказаться от услуг компании. В этом случае возврат денежных средств осуществляется согласно клиентскому соглашению и политике возврата денежных средств.


Деятельность компании соответствует нормам международного законодательства по предотвращению преступной деятельности, отмыванию денег и финансированию терроризма (AML policy и политика "знай своего клиента").


Компания ERA TODAY ltd (agiou athanasiou, 74 agios athanasios, 4102 limassol, cyprus), AREA SOFT LLP заключила партнерское соглашение с fort financial services ltd.


Сервис недоступен гражданам и резидентам США, а также для любых общественно-политических деятелей.



Fort financial services



  • Credit/debit cards

  • Fasapay

  • Local bank transfer

  • Neteller

  • Perfect money

  • QIWI

  • Skrill

  • Webmoney

  • Wire transfer


Account types:



  • Hedging

  • Overnight interest rates (swaps)

  • Pending orders

  • Automated trading



  • Forex 1:1000

  • Gold & silver 1:100

  • CFD 1:10

  • Oil 1:100

  • Stocks 1:10

  • Cryptocurrencies 1:3



  • Minimum account size $5

  • Minimum position size 0.01 lot

  • Spread type variable

  • Typical spread on EUR/USD, pips 1.3

  • Minimum spread on EUR/USD, pips 0.8

  • Commission (one-way) for CFD per 1 std. Lot $10

  • Scalping allowed

  • Expert advisors allowed

  • Trading instruments



  • Hedging

  • Overnight interest rates (swaps)

  • Pending orders

  • Automated trading



  • Forex 1:100

  • Gold & silver 1:100

  • CFD 1:10

  • Oil 1:100

  • Stocks 1:10

  • Cryptocurrencies 1:3



  • Minimum account size $5

  • Minimum position size 0.01 lot

  • Spread type variable

  • Typical spread on EUR/USD, pips 1

  • Minimum spread on EUR/USD, pips 0.3

  • Commission (one-way) for CFD per 1 std. Lot $10

  • Trading instruments


Reviews


74 reviews of fort financial services are presented here. All reviews represent only their author's opinion, which is not necessarily based on the real facts.


Now there are a lot of brokerage companies on the market. It’s very difficult to make a choice. Several times, other companies deceived me. I have been working with FORTFS for almost a year. They work honestly. Approved all withdrawal applications. Do not stop me from trading when I make money.


The company offers the trader many interesting things. A lot of trading tools, including cryptocurrencies and cfds. More choices than many competitors. + the company gives the trader several trading platforms to choose from (chose MT5 for me).


I have been trading with this company since march 2019. Already six times made small withdrawals. I like the terms of trade. Several times I contacted technical support for advice. The guys quickly told everything and answered questions. I like that broker has MT4 and MT5 platforms. There are no reasons to change the company. I will trade here further.


I find it difficult to evaluate this company. There are both advantages and disadvantages. The company offers a large selection of trading accounts that are suitable for both beginners (cent accounts) and experienced traders. There are several trading platforms to choose from. The company offers favorable conditions for deposit / withdrawal of funds (commission 0%). On the other hand, there are companies on the market that can offer lower spreads (the commission in this case will be higher). For many traders, the spread is very important. I give this broker 8 stars!


I’ve been working here for some time and I want to say that the broker is quite adequate. I didn’t notice requotes; slippage sometimes happens on strong price movements. Online support managers really help . The company gives bonuses on good terms. I have already withdrawn more than I deposited. Trading conditions did not become worse.


I’ve been working here for some time and I want to say that the broker is quite adequate. I didn’t notice requotes; slippage sometimes happens on strong price movements. Online support managers really help . The company gives bonuses on good terms. I have already withdrawn more than I deposited. Trading conditions did not become worse.


Good broker.. I’m received my bonus money.. No deposit, just take the bonus.. Today I’m received 85 usd as they said. Good reputation broker.. All take bonus. Tq


I want to tell some information about this broker.


For the first sight nothing special, everything is ok. You can pass the registration and open a trade account. After I have maid a deposit (not so much money) everything was all right.


My trade situation was very nice, profit was about 40 % from deposit for one month. Then I decide to make a big deposit to make my profit bigger.


After that I asked support team about verification and other thing, and it was so unexpectively for me that they are so slow. Like I should wait for answer from support team for a few hours.


Than my situation is changed, I need money, so I want to withdraw it from my trade account. They ask me to pass verification one more time, and they ignore me at all. Now I made like a 5 tickets, and nobody answer me.


My first impressions were not great but I gained a lot of respect for fortfs. There was a misunderstanding at first and I lost my bonus but they can admit when they were wrong and solved the issue with my order. The live chat was super helpful. I will continue with them trading here for now because they grew on me.


I liked the welcome bonus. A good way for beginners to try a company without investing their own funds. And there is no one forcing you to invest money and open an account, so no pressure. If you work hard enough you can withdraw it too, one of my buddies did. Bonuses are exactly that, bonuses, and the company itself is well suited for any type of trade, in my opinion.


Good from start, but it is a big pity that spreads are indeed much wider than they advertise on their site. They say that spread is dynamic and can differ from time to time, but it was not different from time to time it is huge in up to 2.5 pips almost all the time! And when to withdraw starting deposit and trade from profits that have made, slippage appears on every trade that is more volume that 0.1 pip. I was about to check how do they withdraw but it is a problem that just nothing to withdraw. When you make negative trades they process quickly but when you profit they execute several seconds and always with slippage. To obvious just to be unlucky market movement. They play against traders.


Not my first forex broker and impressions about it make it the most good. The platform is reliable, fast, with no glitches, for example, there is no way for them to change the order. Learning and demo and real is just great. I have a STAR account that grows really well, I’m very happy. In general, very professional. I spoke recently with people whom I recommended tp join my STAR on fort fs, also pleased


Got a no deposit bonus. 2 months later got my withdrawal. Everything went smoothly - definitely recommend. Has been scammed before by other brokers, so it's nice to actually see my hard earned money on my card =) dank fortfs


Never had any problems despite trading for 2 years. Spreads are low and support is helpful. Almost 2k profit. Very good broker.


Fortfs is a well know broker with a nice support and tight spreads. I suggest you to try the welcome bonus


I had the chance to use this broker and the truth is the spreads are tights and the withdrawals are fast, sometimes in just few minutes and they are giving different types of deposit bonus. I realy like it


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Ford financial services broker


Ford financial services broker


Ford financial services broker


Our history


Years of experience have prepared us to guide you through your life transitions.


Ford financial services broker


Our mission


The ford financial group is dedicated to helping you navigate the complicated world of investing, retirement planning, and arduous financial decision making.


Contact



Check the background of your financial professional on FINRA's brokercheck.


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG suite to provide information on a topic that may be of interest. FMG suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.


We take protecting your data and privacy very seriously. As of january 1, 2020 the california consumer privacy act (CCPA) suggests the following link as an extra measure to safeguard your data: do not sell my personal information.


Copyright 2021 FMG suite.


Investment advice is offered through ford financial group, a registered investment advisor or LPL financial, a registered investment advisor. Ford financial group is a separate entity from LPL financial. The financial advisors of ford financial group are also registered representatives with and securities are offered through LPL financial, member FINRA & SIPC.


Brian J. Ullmann, carole R. Ford, M. Dawn collins, eric simonians, erin redmond, nikolaus redmond, rob farmer, ryan louie and steven jolly are registered representatives with and securities offered through LPL financial. Member FINRA/SIPC. Kelle butler is a registered administrative associate with and securities offered through LPL financial. Member FINRA/SIPC. James trevino & janine perez are registered administrative assistants with and securities offered through LPL financial. Member FINRA/SIPC.


The LPL financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AZ, CA, CO, CT, FL, ID, IL, MT, NV, NM, NY, NC, ND, OH, OR, PA, TX, UT, VA, WA, WI


Please see california insurance license information by clicking here



Ford financial services broker


Our team is dedicated to building our client's loyalty by creating financial plans and investment strategies to address their goals and needs. Given the complexity of today's markets and the unique situations of each client, we utilize the full spectrum of UBS's global capabilities complemented by our experience, objectivity and critical thinking to create a unique investment solution.


Ford financial services broker


Peter B. Ford


Director
financial advisor
wealth advisor
visit my personal page
772-234-7000


Ford financial services broker
Ford financial services broker


Peter is one of a small number of UBS financial advisors who have earned the designation of "wealth advisor." as a wealth advisor, peter is eminently qualified to provide highly personalized wealth management services to his clients. Peter began his career in financial services in 1987 as a financial advisor with the firm in fairfield, connecticut. He has served in various capacities including 16 years as branch manager and director of the vero beach office. A graduate of boston university's school of management, peter earned a B.S. In business administration.


Registered states:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, TN, TX, VA, WA


Ford financial services broker


Lori wolfe-lazorik


Vice president - wealth management
visit my personal page
772-234-7006


Ford financial services broker
Ford financial services broker


Lori has over 20 years of experience in financial and client services, including four years at UBS switzerland. Prior to joining UBS vero beach, she worked at deutsche bank and UBS private banking as the chief information officer. She enjoys applying her executive management skills to address the needs of her clients. A graduate from university of wisconsin-stout, lori earned a bachelor of science degree. Her M.B.A. Is from the maastricht school of management, the netherlands.


Registered states:
AZ, CO, CT, DE, FL, GA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TN, TX, VA, WA, WI


Ford financial services broker


Meredith carlton


Authorized officer
financial advisor
303-441-5357


Ford financial services broker
Ford financial services broker


Meredith carlton has 11 years of experience in the financial services industry. She began her career in 2008 at UBS in austin, TX as a client service associate. She eventually became a part of the management team working as the complex risk analyst before becoming the market supervisory officer for the central texas market area where she managed compliance across eight UBS branch offices. In 2017, meredith moved to colorado with her family and joined the UBS boulder office as a financial advisor.


Meredith grew up in vero beach, florida and attended rhodes college in memphis, TN where she received bachelor's degree in business administration. Meredith spends much her time outside of work with her husband, chris, and her two young daughters. She also enjoys running outdoors, reading and playing golf.


Registered states:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, TN, TX, VA, VT, WA


Ford financial services broker


Christine T. "chris" mc sparren


Senior client service associate
772-234-7022


Ford financial services broker


Christine has worked for UBS in the vero beach office since 1996. Originally from miami, florida, she began her career in the brokerage business in 1987 with first equity corporation of florida as the executive assistant to the president of the firm. With well over 20 years in the industry, her focus is in client services, including account administrative and operational issues, problem-solving, and expediting the clients day-to-day needs. Chris resides in sebastian with her husband, john, and three children, sean, caitlin and ashley.



Northwest exposure: A profile of erinn ford, CEO of KMS financial services


The job market was slim pickings when erinn ford received her bachelor’s degree from the university of washington back in the early 1990s. Fortunately, her father — who was involved in the formation of the first REIT in the state of washington, and subsequently founded a broker/dealer — had an opening for a receptionist. When his daughter expressed interest in the job, she was told she would need series 7 and series 24 designations to qualify, credentials not listed on the job posting and certainly not required of any receptionist in the broker/dealer business.


“they definitely were making it tough on their daughter,” ford says.


During her pursuit of the series 7 and 24 designations, ford walked into a classroom filled with men in blue suits. Ford, by contrast was still in college mode, donned in a powder-pink champion sportswear outfit. Within minutes, one of the men passed her a note that read: “you are never going to make it in here.”


Today, ford is CEO of KMS financial services, a seattle-based independent advisory and brokerage firm supporting 350 financial advisers, and the invidious note from the naysaying man in the blue business suit is framed on the wall of ford’s home office.


VOICES FROM THE PAST


The KMS opportunity came via a ringing phone. On the other end was dick lampen and adam malamed of ladenburg thalmann financial services, the organization’s CEO and COO, respectively. They were also contacts from ford’s days at pacific west financial group and at cetera advisors, where she had risen to the rank of president. Lampen and malamed would typically touch base with ford once a year to stay connected. But this call, placed in early 2018, was different. The executives alerted ford to a leadership opportunity at KMS, one of 10 subsidiaries of miami-based ladenburg thalmann. They wanted her to consider the offer.


“I was very encouraged to hear there was an opportunity at KMS,” ford recalls, and she did not have to think long or hard about whether the move made sense, given what she already knew about KMS, its location in her native seattle, and her close and trusted relationships with lampen and malamed.


“it was an easy decision,” she remembers. “KMS is based in a region of the country that I know well, the firm was just the right size for me to swiftly get a handle on its people and operations, and its parent company, ladenburg thalmann, really gives us all the support we need to become more of an industry leader in our own right.”


Ford’s move to KMS brought her professional life full circle, in a sense, both in terms of size and geography.


“when I went from being at pacific west for 22 years to a large network firm like cetera, that was a big change for me and it took me awhile to adapt,” ford admits. “the first year was very hard for me.”


It was during that trying period that ford recalls a cetera executive approached her to remind her of the professional opportunity at hand. “if you open yourself to change and embrace it, you’ve got a real chance here to thrive and achieve your full potential,” he said. Ford calls that conversation a “turning point,” when she stopped feeling as though she was a victim of change.


“I really saw a noticeable lift and growth in my career trajectory,” she notes. “once I started to adapt, cetera really stretched my wings. I learned a ton. My time at cetera did make me a better leader.”


HOME AGAIN


The offer to join KMS as president brought her back to a smaller-scale firm, and one more geographically focused on the very region from which she hails. Though the footprint is relatively small, the potential is not, in ford’s estimation.


“you look out our window and we see the sphere of amazon,” she notes, in addition to other corporate titans such as microsoft and starbucks. “it’s a very progressive part of the nation.”


At cetera, ford devoted the lion’s share of her time to figuring out how advisers could increase their client engagement and boosting the revenue being generated by their practice. She is now doing the same at KMS.


“my life has always been directly tied to financial advisers and their success, so I have committed my life to helping them unlock their greatest potential,” she says.


Along the way she built a reputation for leading by influence.


“when you lead by influence, it is really a test in collaborating and locking arms with others to share your optimism about their future and bringing them along with you,” she explains. “it is much more powerful when they are coming along with you because they have chosen to.”


That style of influence-by-embrace should not be mistaken as an entirely velvet-glove approach to people. With some measure of pride, ford recalls a former employee who described her as the toughest person she had ever worked for, but also caring and focused on the employee’s strengths rather than her weaknesses.


Ford says it is part of a skill set learned from observing her mother work with staff members at pacific west. From her father, ford says she learned to always be a “real person” and keep herself approachable.


“my father would treat the local homeless person with the same respect and care as he did the CEO of charles schwab,” she says. “it was about being authentic and always having a service-to-others mentality.”


PREDATORS WILL GO HUNGRY


In this era of rapid consolidation among private wealth organizations, a 350-adviser firm would appear to be an inviting target for large, aggressive players seeking to shore up their western flank or expand an already-national footprint. Yet, KMS finds itself protected from such extraneous threats because of the backing of parent organization ladenburg thalmann, with its deep pockets and a contingent of advisers 4,500 strong.


“what that does is insulate us from a larger powerhouse with ambitions of acquiring us,” says ford.


The luxuries of that breathing space and array of corporate resources allows ford to concentrate on her ambitions to further develop KMS’s status as a regional powerhouse — though she says the firm will not let a time zone stand between it and opportunities for expanding its own footprint into other U.S. Regions.


“we really have been that regional powerhouse, but we are definitely open to what I will call the right-fit adviser for KMS,” she says, “even if it’s on the east coast.”


As of now, 84 percent of the firm’s 350 advisers are based in the pacific time zone, and the majority of those in the states of oregon and washington — the latter, in particular, a region rich in business success and personal wealth.


WHY DON’T YOU STAY AWHILE?


The team of advisers at KMS average 22 years of industry experience and an 11-year tenure at the firm, a longevity that ford largely attributes to the organization’s “boutique culture.”


“we are fast becoming the destination for selective financial advisers who care about building a legacy of long-term growth and stability,” she says.


Ford acknowledges that attracting young advisers to the financial advisory business is an industrywide challenge, in part because, historically, the business had tall barriers to entry. KMS is in the process of forging recruiting relationships with the roughly 200 financial planning degree programs at colleges and universities nationwide, in hopes of attracting the best in breed to the firm. The recruitment groundwork is also being set by ensuring KMS has created the proper environment in both the front and back office that provides allure to their young recruits.


She heralds the strength of the firm’s network model, which allows KMS to simultaneously sustain its boutique culture while leveraging the operational efficiencies and resources delivered by its parent, ladenburg thalmann.


“I see it as the best of both worlds — deep relationships in the front office combined with the resources and technology of a parent company.”


The technology available to KMS clients has evolved over time, ford says, becoming a more seamless experience as the ladenburg thalmann technology stack becomes something more akin to amazon-style ease of use.


“that will take us a little bit to get there,” she says, “but we are definitely on our way.”



Ford financial services broker


Financial advisor placement services is the premier financial advisor placement firm, that specializes in placing only financial advisors. We focus on placing experienced financial advisors with independent broker dealers, regional broker dealers, registered investment advisors. The reason why advisors us our services is because of our industry relationships, knowledge and high touch professional service. Most of our advisors thank us for helping them find a new broker dealer, and we tell them that we are just doing our job, which is helping advisors succeed!


Many wall street brokerages and independent broker dealers are undergoing tremendous change. The wirehouses continue to cut payouts and increase account minimums, while multiple mergers are consolidating the independent broker dealer landscape. Wire houses leaving the broker's protocol. The DOL's fiduciary standard has created uneasiness in the industry, and caused many broker dealers to change their compliance rules and now DOL is gone. Many of the insurance owned broker dealers are increasing production requirements and forcing proprietary sales. FINRA has increased rules and regulations. Improved technology and wealth management platforms are positioning the independent broker-dealer model for strong growth! There is a big movement for advisors to move to the independent, regional and RIA models and we specialize in helping these advisors find a new broker dealer and make this change.


Financial advisors who want to change firms, usually don't have the time, contacts, or expertise, to have numerous discussions with many broker dealers. Your decision to find your next broker dealer is an important one. You will want your next broker dealer to fit your practice, and that's where we add value-in sorting through all of the firms and identifying the ones to fit your needs and personality.


We work closely with many broker dealers, where we know the key decision makers well. We will familiarize you with these firms so that you can understand their culture, products, platforms, and introduce you to their key executives. We will act as your "agent" to negotiate the best deal possible. We are with you every "step of the way."


No matter how much or type of business you do, we want to work for you! Many of our competitors only focus on the large producers, we want to work with financial advisors of all backgrounds, product mixes and production levels.


Broker dealer or RIA?
We work with several registered investment advisors where you can join their firms, if you want to go that route. You can either "plug into" and existing RIA or we also work with consultants who will help you start your own.


domestic or international broker dealers:


We represent broker dealers who work with both domestic as well as international clients. We have placed financial advisors who have financial practices outside of the united states.


Small, mid or large broker dealers:
we represent small and mid-sized independent broker dealers as well as larger national firms and also work with many firms that offer high payouts with low cost. We represent boutique firms that specialize in certain product sets. Clearing firms include: pershing, national financial, first clearing, raymond james, RBC, wedbush, hill top, INTL fcstone, TD ameritrade, schwab, apex, and core. We also work with some regional and national firms which are self-clearing such as linsco private ledger, INTL fcstone inc and janney montgomery scott.


Whether you are looking for an independent, wirehouse, regional broker dealer, a selective broker dealer with high production requirements, a small broker dealer with low production requirements or the independent broker dealer with the highest payout or lowest ticket charges, or high transition compensation, we can help you find your new home. After you tell us what is important to you and your clients, we will do the "screens" to fine you the best fit possible.


We represent both full service broker dealers as well as specialist firms that focus on certain product sets. Some advisors are concerned with firms with high costs and production requirements. We do business with firms that satisfy all of these problems, and have worked with them for years to "grow" their firms. We have leverage with the firms that we represent, so we can get you the best offer available. Let us do the due diligence and negotiations for you.


DOL's impact on some broker dealers:
we represent broker dealers who will go out of their way to support the financial advisor and to accommodate both commission and fee-based products within retirement accounts. We work with many firms who never changed their models as a result of the DOL.


OSJ producer groups:
we are successful at placing OSJ producer groups, in order to find the best packages available in a competitive environment. Confidentiality is crucial during this process.


Broker dealer sales & financial practice sales:
we act as consultants to sell broker dealers, or advisor financial practices. We have a vast network to market private sales. We work with broker dealers who want to sell their firms or simply outsource their back office functions.


Terminated advisors:


We represent firms who will bring on terminated advisors.


The firms that we represent pay our fee for producing financial advisors, so please contact us for a confidential conversation.


We look forward to your call!


Shawn smith , MBA, chief executive officer


Office: 978-312-1656 or email: [email protected]



KMS financial services announces erinn ford to serve as president


Ladenburg subsidiary focused on accelerating expansion across west coast attracts industry leader with deep ties to pacific northwest region


SEATTLE , feb. 15, 2018 /prnewswire/ -- KMS financial services, inc. ("KMS"), a seattle -based independent advisory and brokerage ("IAB") firm supporting 350 financial advisors, today announced the appointment of erinn ford as the firm's president, to take effect in march. Ms. Ford will succeed tracy "ace" forsythe, a 20-year KMS veteran who is retiring this summer. KMS is a wholly-owned subsidiary of ladenburg thalmann financial services inc. (NYSE american: LTS, LTS pra).


Eric westberg , chairman and CEO of KMS, said, " erinn ford has consistently been one of the most visible leaders in the retail financial advice space, especially in the pacific northwest region, where she and her family have been involved with our industry for decades. Her outstanding track record for supporting the business growth of independent advisors across the country speaks for itself, and her many professional accomplishments reflect her energy and enthusiasm for helping advisors succeed. We are very fortunate that a confluence of personal and professional plans for erinn attracted her to KMS, where she will play a central role in supporting the next phase of our growth. She succeeds ace forsythe , who has been pivotal to the growth of KMS and an incredible partner. We wish ace the best in his well-deserved retirement."


As president of KMS, ms. Ford will oversee multiple core elements of the firm's forward strategy, including recruiting and retention, enhancements to the firm's client service model and refinements to the firm's open architecture product platform, to provide KMS-affiliated advisors the flexibility, autonomy and expertise to reach their business goals. Ms. Ford, who has over 25 years of industry experience, most recently served as president of cetera advisors, part of cetera financial group.


Erinn ford said, "culturally and strategically, this is a perfect fit for me. KMS combines a boutique service culture with the industry-leading resources of ladenburg, while heavily emphasizing the accessibility of the KMS leadership team to the advisors served by the firm. I am a strong proponent of the network model as a structure that adds substantive value to the businesses of independent financial advisors, and ladenburg is one of the leading players in our industry with this approach."


Ms. Ford added, "becoming part of the KMS team not only opens an exciting new chapter in my professional life, it also provides me with a homecoming to the greater seattle area, where my family and I have deep personal roots that go back for generations. The opportunity to join KMS comes at a time in my life when it makes sense for family reasons to relocate permanently to seattle once more. I am deeply grateful to cetera financial group and cetera advisors, and proud of all that we accomplished together. I wish my former colleagues and the firm's advisors all the best."


Richard lampen , ladenburg's president and chief executive officer, said, "we thank ace forsythe for his many contributions to the success of KMS, and we congratulate KMS on adding a seasoned executive of erinn ford's caliber to its leadership team. We were pleased to support KMS in bringing aboard erinn, as part of our broader strategy of promoting the success of our subsidiaries by providing them with the resources, contacts and intellectual capital to excel in serving financial advisors. We believe there is considerable opportunity for KMS to reinforce its leadership position throughout the west coast states, and the hiring of erinn ford positions the firm to further realize its full potential."


Prior to serving as president of cetera advisors, erinn ford was the firm's senior vice president, advisor relations, with oversight for enhancing the advisor experience. Ms. Ford holds series 7, 24, 63 and 65 securities registrations, and earned a bachelor of arts in speech communications from the university of washington .


About KMS financial services, inc.
KMS, an independent advisory and brokerage ("IAB") firm founded in 1971, is a wholly-owned subsidiary of ladenburg thalmann financial services inc. And had $16.6 billion in client assets and 350 experienced investment professionals, as of december 31 , 2017. KMS representatives have an average industry tenure of 21 years, an average KMS tenure of 11 years and are located across the U.S. KMS offers comprehensive compliance oversight and support, practice management services and training, and the distinct culture of a small, experienced firm with the resources of a much larger enterprise. For more information, please visit www.Kms.Com.


KMS financial services, inc. Is a member of the financial industry regulatory authority (FINRA) and a member of the security investor protection corporation (SIPC).


About ladenburg thalmann:
ladenburg thalmann financial services inc. (NYSE american: LTS, LTS pra) is a publicly-traded diversified financial services company based in miami, florida . Ladenburg's subsidiaries include industry-leading independent advisory and brokerage (IAB) firms securities america, inc., triad advisors, LLC, securities service network, LLC, investacorp, inc. And KMS financial services, inc., as well as premier trust, inc., ladenburg thalmann asset management inc., highland capital brokerage, inc., a leading independent life insurance brokerage company, ladenburg thalmann annuity insurance services LLC, a full-service annuity processing and marketing company, and ladenburg thalmann & co. Inc., an investment bank which has been a member of the new york stock exchange for over 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.Ladenburg.Com.


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haven tower group
424 652 6520 ext. 114 or 424 652 6520 ext. 104
[email protected] or [email protected]



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Securities and advisory services offered through registered representative of cetera advisor networks LLC (doing insurance business in CA as CFGAN insurance agency LLC), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.


This site is published for residents of the united states only. Registered representatives of cetera advisor networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the cetera advisor networks LLC site at ceteraadvisornetworks.Com


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Online broker stake makes play for millennial super


Ambitious trading platform stake is helping the new cohort of young investors establish their own self-managed superannuation funds in a controversial move it hopes will disrupt the "antiquated" model of big super.


The australian-born US equities broker will roll out a "simple, straightforward and low-cost" technology process by which its 150,000 mostly millennial users can establish and manage an SMSF.


Ford financial services broker


Millennials find super funds "antiquated", says stake co-founder matt leibowitz. Supplied


Stake has hired prominent SMSF administrator and technologist kris kitto to head up the push into the space, following what it says it feedback from investors that they want to take more control of their own money, including their retirement savings.


It is understood the new service would allow consumers to invest both on and off the stake platform in a wide range of assets beyond US stocks.


"we’re going to break down the barriers to allow every australian investor to be their own super fund, and invest their super at a fraction of the cost," said stake chief executive and co-founder matt leibowitz.


"australians are out of the loop with their super. It’s their biggest life saving and they don't have choice or transparency – that doesn't seem right. Big industry funds and managers would have you believe it's complicated and costly to reclaim this. It isn’t, and it is time for change."


He said feedback from stake users found a perception of the APRA-regulated super industry as "slow, cumbersome and antiquated" and unwilling to provide younger investors with the autonomy they seek over their own investments.


However, the launch is likely to be contentious, given many stake customers fall below the recommended SMSF starting balance of $500,000 espoused by the australian securities and investments commission. It costs on average $13,900 per year to run an SMSF, according to ASIC — well above the average admin and investment fees paid to a regular, professionally managed super fund.


The australian tax office, which oversees the SMSF sector, no longer offers a specific dollar-figure benchmark but warns consumers that "set-up fees and ongoing costs can quickly add up" and that an SMSF can often become more expensive than other funds.


But mr leibowitz said much of the guidance about SMSF minimums are factoring in the high costs of establishing and running the fund, which stake seeks to dramatically reduce using digital applications.


Other SMSF advisers and experts have also described ASIC's guidance as "stale", given the downward pressure on administrative costs placed by new technologies.


Mr kitto, a chartered accountant and founder of consultancy superfund wholesale, said smsfs can be an appropriate vehicle for self-directed investors, including aspirational investors in younger age brackets.


No 'stuffy domain'


"self-managed super doesn’t need to be a stuffy domain for the wealthy and mature cohort," he said.


"as aussies grab a hold of their financial health, it's time they had some transparency and choice around the 9.5 per cent they contribute to super each month."


The launch comes alongside the coalition government's early release superannuation scheme, under which australians have pulled a collective $35 billion out of their retirement savings during the pandemic.


The scheme will wrap up on december 31, and superannuation minister jane hume has ruled out extending the program into 2021, despite what the government says is overwhelmingly positive feedback from voters.


It also comes amid a new wave of younger and more diverse participants to the australian sharemarket during the pandemic, with investors under 25 now accounting for 9 per cent of the market.


The trend is in line with activity detected by market operators around the world and has come to be known as the robinhood phenomenon, named for the popular US investing app.


ASIC has warned that many of the new and inexperienced investors are engaging in risky, speculative trading strategies and acting on unregulated advice from social media influencers.


Stake, which like robinhood does not charge brokerage fees, says its growing customer base should not be considered robinhood investors since three quarters have had investing experience before joining the platform.


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So, let's see, what we have: fort financial services международная лицензированная брокерская компания, предлагающая передовые технологии трейдинга для профессионалов и новичков на рынке forex at ford financial services broker

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