Securities America Advisors - Transition Consultants
Your transition to Securities America a smooth, positive experience starts from the day you are pre-approved, when you are assigned a personal Transition Consultant. In addition, licensing and compliance specialists dedicated to transitioning advisors make sure everything goes as smoothly as possible. We'll coordinate with your current broker/dealer and help you prepare records for re-papering and transferring accounts. In-depth training will familiarize you with workflow, services and technology to get you up and running in record time. Additional training and educational resources are provided online 24/7 for the convenience of you and your staff.
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