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Are you considering switching broker-dealers?

Do you wonder how a more personalized broker-dealer experience could help you drive revenue?

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Whether you are actively looking for a new BD or are simply curious about your options, sign-up for our monthly emails. Don't worry! We won't send you endless notifications. We distribute monthly whitepapers, resources, and reminders on how Infinex's team can help you grow your investment program.

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Audience Note: These monthly emails are not intended for retail investors.

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INFINEX'S MONTHLY REMINDERS

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THE INFINEX ADVANTAGE

A HISTORY & OWNERSHIP STRUCTURE THAT WORKS FOR YOU

Infinex was founded by banks and four state banking associations. Our ownership structure champions Infinex's original mission of serving the financial institution market from the bankers' perspective and in a way that is uniquely different than the competition. 

 

A COMMITMENT TO FINANCIAL INSTITUTIONS

For 30 years, Infinex has provided investment, insurance, and wealth management services to financial institutions and their clients. Bottom line: the demands of bank and credit union-based investment programs are far different than those of an independent program, especially in the current climate. We understand your challenges and have the team and technology required to help you grow your business.

 

RESOURCES & SUPPORT TO DRIVE REVENUE

Infinex’s structure provides the autonomy to continuously assess the needs of our financial professionals and invest accordingly. This means our programs receive high payouts and low fees, along with resources and support not available at other broker-dealers. Your success is our priority, and the relationships we build with our financial professionals reflect how much we value you and your practice.

 

A PREMIER SERVICE EXPERIENCE

Stephen Amarante, our President and CEO, prides himself on Infinex’s unwavering commitment to serving the interests of our financial institutions. Every day, our entire team delivers an experience unlike anything you find at other broker-dealers. No matter a program’s size, our service methodology promotes productivity so financial professionals can remain focused on what truly matters most: their clients.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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