Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Stock Brokers > Feldman Securities Group, LLC.

Feldman Securities Group, LLC.




Feldman Securities Group is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Feldman Securities Group provides portfolio management, investment research and marketing support services to bank trust departments and independent trust companies throughout the United States. They are a Chicago based registered investment advisor and broker dealer that specializes in providing portfolio management, investment research, and marketing support services for bank trust departments and independent trust companies located throughout the United States.
 
Trust institutions that choose Feldman Securities Group have the services and resources of a professional investment and research center at their disposal. They enhance their clients’ ability to build trust and loyalty with their customers through more effective communication and education, leading to higher client retention rates, more referrals and new business.
 
They are committed to providing you with the investment tools, marketing support and investment performance that will enable you to capture your fair share of that market. Their firm is established and their staff is seasoned. Their expertise, knowledge, depth, and scope of resources continue to be important distinguishing features that their clients know they can rely upon.
 
They carry no securities inventory and do not manage proprietary mutual funds. Asset allocation and securities selection is based solely on what is determined to be appropriate for each of your customers. Proper portfolio management means more than understanding the investment objectives of your customer. They acknowledge this reality by taking the time to learn about each of your customers so they can incorporate any special circumstances or preferences in their analysis, so that every single portfolio is truly custom tailored.
 
Their recommended stock portfolios hold a well designed mix of high quality and profitable companies diversified by economic sectors.  Stocks must pass a series of fundamental screens, including Financial Strength, Earning Power and Valuation, to qualify for investment. The FSG Mutual Fund Program provides you with the flexibility to offer an alternative to separately managed accounts or to build blended portfolios for your customers. Their mission is to help their clients meet the investment needs of their customers, support the growth of their asset base and increase their profitability. 

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Stock Brokers

 
 
Infinit-i