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Multiple Financial Services, Inc.


Multiple Financial Services, Inc. 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.
 
The Company began under its current name, Multiple Financial Services, as a registered investment advisor in California in 1996. After a year of preparing and submitting documentation and meeting other NASD requirements, the Firm was incorporated under the laws of the State of California on June 2, 1999 and made application for membership to the NASD.
 
The company offers a virtually unlimited number of multiple financial services designed for any type of client from a small sole proprietorship to a large conglomerate, operating in several countries. They also offer a virtually unlimited list of capabilities because of their vast corporate networking. Their alliance has companies of all sizes.
 
When it comes to their business, they offer their customers a powerful resource and a recipe for success. It is the Firm's policy to screen and research various insurance companies at least annually as to their product design and quality. It is the aim of the Firm to write a lot of insurance with a few most competitive carriers for the purpose of providing good consumer value to their clients.
 
They can offer a virtually unlimited list of capabilities because of their vast corporate networking. Their company offers a virtually unlimited list of mutual fund companies. When it comes to the business of purchasing mutual funds, they offer customers a powerful resource and a recipe for success.
 
Their team of structured product and design product specialists has created several unique products that are uniquely theirs.  They have them approved and sponsored by some very large domestic and international banking institutions. The unique thing is the guarantees and the ability to share in the investment portfolio profits of the banks investment department. 

 It is their intention to offer a full spectrum of investment products and services to benefit every investor class and income level. As a full service financial institution, it continues to be their mission statement that success can only be achieved by emphasizing the customer first before any vendor or service provider.

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