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Home > Financial Services > Stock Brokers > Usf Securities, L.P
Usf Securities, L.P
Usf Securities, L.P 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.
U.S. Fiduciary, L.P. is a boutique financial services firm focused solely on serving high-end investment advisors and their high net worth and institutional clients. By combining investment services with leading industry experts in one firm, the firm is positioned to leverage two extraordinary trends within the financial services sector such as investors’ desire for sophisticated advice and their increasing demand for conflict-free objectivity.
Their clients are high-end investment advisors, including RIAs and Registered Reps, who seek to move toward more fee-based services and are interested in providing objective and sophisticated investment advice.
The firm’s offering is supported by a team of professionals whose primary goals are servicing their clients and helping them deliver a world-class independent investment advisory business.
The most sophisticated fee-based, product-neutral managed account platform supports advisors by delivering the following advanced client profiling and proposal generator technology, access to separate account managers, mutual funds, fixed income solutions, and ETFs across a full range of asset classes, managed mutual fund portfolios by them.
A broker dealer, USF Securities LP, is aimed at accommodating registered reps who also desire a fee-based approach to asset management. They offer advisors the flexibility to serve their clients in the manner that best suits their needs whether it involves fee-based or transaction-based services.
Their People supporting the service offerings are an extension of their client's capabilities. They understand that their primary value is their knowledge and understanding of how to help clients reach their financial goals and how to help advisors leverage their strengths and most productively grow successful businesses.
At their core, they are professionals who believe there is a long future for sophisticated and objective financial advice, with a firm commitment to training, education, and professional development.
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