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Home > Financial Services > Stock Brokers > Primevest Financial Services, Inc.
Primevest Financial Services, Inc.
Primevest 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.
Since its founding in 1984, the firm has grown to be the nation's leading provider of investment products and services to financial institutions and their clients. A major element of their success in meeting those clients' needs is their sales team. They currently support over 1200 registered representatives located in more than 600 institutions in 43 states and the Territory of Guam.
The financial institution channel is their only focus. Their self clearing platform, together with cutting edge innovative technology, provides them with the ability to deliver tailored client services and operational efficiencies. Their unique services and program options can grow with a Financial Institution or its broker/dealer as its needs evolve, and new solutions are required.
From trading stocks to fixed income investing, mutual funds to insurance products, fee based solutions to qualified retirement plans; the firm provides a comprehensive array of products and services. Their mission is to provide comprehensive financial solutions to the investing public by building relationships with financial institutions and delivering excellence.
Profitable Products and Services by the firm, has the ability to increase the profitability of your Financial Institution over and above that of their competitors. They accomplish this by offering a sophisticated array of products and services that create the most comprehensive solutions for their Financial Institutions and their clients. Mutual Funds, Life Insurance, Tax Advantaged Investments etc.
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