Brecek will maintain his role as President, allowing him to more fully pursue his passion for building the broker dealer and strengthening relationships with independent representatives.
Headquartered in Folsom, CA with a Midwest office in Cincinnati, OH, Brecek & Young is a full service broker dealer and investment advisory firm that services the needs of individuals and corporations nationwide.
In addition to aspiring to exceed broker dealer
service standards, Madison Avenue Securities also specializes in helping registered representatives supervise their equity-indexed annuity business as recommended by the NASD.
FSX is a national organization of Independent NASD Broker Dealer
firms, whose purpose is to bring NASD member firms together to share information, provide education and showcase investment opportunities.
Winebrenner Capital Partners LLC, founded in 1999, is a full-service broker dealer
and investment banking firm that specializes in raising capital for rapidly growing businesses.
Our commitment to the 401(k) industry is to create and deliver online tools that add value to everyone in the marketplace," Lynch added, " and 401kX Portal Services is the latest innovation that underscores our commitment to "re-intermediate" the value added services of the Broker Dealer
and Financial Advisors.
LIVETRADER offers a complete turnkey solution to the broker dealer
amp;uot;There is a wide discrepancy in the quality of technology found at larger broker dealers
and the technology at smaller firms.
OatsTalk leverages Windows DNA 2000 architecture and securities industry standard messages supported by BizTalk to deliver a low cost compliance solution for broker dealers
Wilson, President, Prudential Select Brokerage, the annual Variable Strategies Forum and the surveys are "designed to assist our independent general agency partners to better serve the needs of independent broker dealers
and their registered representatives in selling variable products.
Based in London, the Exchange offers institutional fund managers and broker dealers
the opportunity to trade directly with each other, with equal and anonymous access to the market.
Ward Rotter, the chief financial officer of Point West Capital, a financial services firm, stated that Point West Capital viewed the expansion of its financial services into the broker dealer
business to be synergistic with its other businesses and that it saw opportunity in light of the recent consolidation of broker dealers
, especially in the San Francisco Bay area.