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Home > Financial Services > Stock Brokers > Shareholders Service Group, Inc.
Shareholders Service Group, Inc.
Shareholders Service 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.
Shareholders Service Group was formed in 2002 and was launched in 2003 to provide high quality, dedicated services for advisors, without channel conflicts and advice services that would compete with the advisory community. Their management team has a proven track record of building brokerage platforms renowned for their customer service. They develop personalized service to fit you and your firm, and they work with you on an ongoing basis to ensure the best custody service for your clients.
All of their employees are owners in the firm, and they share the firm's vision and principles providing responsive service, offering excellent value, being a trusted partner to independent advisors, helping advisors to exceed their client’s expectations.
Today, their technology and service are helping advisors across the country to be more efficient, more productive and more successful. You strive to avoid conflicts of interest. By serving advisors only, their goal is to be the most trusted and respected brokerage services provider for Independent Financial Advisors and their clients.
The Company provides you with asset custody, brokerage services, account transfers, superb technology, and ongoing technological enhancements in a low cost, advisor friendly environment to enable you to serve your clients well.
They offer a full service brokerage account platform with access to a wide range of investments and brokerage services with discount pricing. You’ll receive comprehensive administrative support from a team of experienced service representatives dedicated to service.
Trading & administration platform with latest technology provides services like Online mutual funds, equities, & fixed income trading on an individual or multiple account basis, order blasting execute orders across multiple accounts, create model portfolios and rebalance across all accounts, access account profiles, balances, holdings, history, open orders, and executions, access fixed income inventory, quotes, news services with detailed trading information, performance charts, and other relevant market and securities data.
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