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Reliance Securities, Llc


Reliance Securities, Llc. 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.
 
Reliance Securities, Llc is an introducing broker-dealer providing a full range of brokerage products and services through third-party marketing relationships. Their clients are community banks and trust companies. All transactions are processed through their clearing firm, National Financial Services Llc on a fully disclosed basis. Reliance Securities is a subsidiary of Reliance Financial Corporation.
 
Their task is to provide multi-tiered financial solutions by giving their clients access to traditional brokerage services; to an affiliate’s insurance products; and to wealth management platforms.

A detailed wealth management strategy, seeking to deliver the highest level of return and to preserve a sound financial future, can be the foundation you need to achieve your goals. Reliance's experienced team of managers and services can help you achieve those goals.
 They offer a broad array of financial services giving their Wealth Strategists the resources they need to assist their clients in accumulating, preserving and transferring their wealth. Drawing on a team of experienced professionals, your dedicated Wealth Strategist will work with you and you’re legal and tax advisors to develop the most effective strategy to help you accomplish your defined financial and charitable goals.
 
The investment team at Reliance is made up of independent advisors and managers, not bound by proprietary products. Their decision-making and portfolio management process takes into consideration each client's needs and tolerance for risk. They objectively seek out investment opportunities that have the potential to offer clients the greatest opportunity to achieve attractive returns with risk levels lower than the market. They construct portfolios based on individual circumstances, taking into consideration realistic economic and market return assumptions and a comprehensive and objective knowledge of the universe of investment opportunities.

At Reliance they offer the personal, professional relationship and flexibility of a small, traditional investment advisory organization, but with the considerable influence of Reliance’s position of being the largest independent trust company in the country.


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