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Home > Financial Services > Stock Brokers > Presidential Brokerage, Inc.
Presidential Brokerage, Inc.
Presidential Brokerage 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.
In the early 1990s, Presidential Brokerage was founded with a distinct primary objective to build a profitable business by treating clients in the way they, their selves, would like to be treated. The tenets of fairness, ethics and responsive service although comparatively rare commodities in the world of finance helped form their firm’s foundation. Encourage creativity and provide a rewarding work environment for their people. To create corporate financial health and be motivated to pursue the path to excellence through continuous improvement in all that they do.
They can assist you in developing a portfolio that balances your personal or corporate needs for preservation of capital, growth, and current income. In addition to corporate cash management and traditional brokerage services, they offer four types of value added fee based money management programs. Pilot Plus is a fee based monitored brokerage account. Your Financial Consultant makes investment recommendations while you make the final decisions. You also receive a written performance report quarterly. Atlas Focus allows you and your Financial Consultant to choose an outside professional investment manager from more than 1,000 firms nationwide. Your Financial Consultant monitors the manager's performance with you four times a year.
To get where you want to go, you have to know where you are and where your destination lies. While not everyone needs a full scale analysis, many can benefit from the Financial Review, a comprehensive financial planning service designed to add value for their clients. Even if you don't expect your estate’s value including death benefits from insurance policies to total more than $625,000, you may need an estate plan. Proper estate planning can use lifetime gifts and trusts to minimize your estate tax liability.
Presidential Brokerage any is good at what ever they do and that is demonstrated by the fact that they have one of the highest client retention rates in the technology services industry. Their clients' success is mirrored in the company’s own financial performance.
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