the right level of support
At 1717 CMC, we know complexities are part of the financial services industry. Each piece of business you transact requires a varying level of broker/dealer support. We can provide the right level of support necessary for you and your client. A short list of services includes:
A short list of services includes:
- Albridge Solutions
- Consolidated statement service
- Capital Connect
- Web-based commission information system
- Pershing Brokerage Services
- Commission accounts
- Hearty choice of financial information available
- Dalbar-rated-best-in-class statements and robust windows trading and client management system
- Transition Team
- 60 days of personal “hand-holding”
- Fee-based financial solutions for Investment Advisor Representatives of 1717 CMC's RIA
- Compliance
- Keeping you up to date with industry changes