BISA Marketplace - Third Party Marketing Firms (Broker-Dealers)
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Showing 8 listings for: Third Party Marketing Firms (Broker-Dealers)
Cetera Financial Institutions
400 First Street South
St. Cloud, MN 56301
320-656-4361 (p)
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Cetera Financial Institutions delivers customized investment and insurance solutions to more than 500 financial institutions. With its focus exclusively on banks and credit unions, Cetera Financial Institutions offers flexible program options that help deepen relationships with clients, grow fee income and fulfill financial institution goals. Cetera Financial Institutions is a marketing name for Cetera Investment Services LLC, member SIPC and a m ... | MORE...
CUNA Brokerage Services
5910 Mineral Point Road, PO Box 391
Madison, WI 53701-0391
800-356-2644 (p) 608-236-7430 (fax)
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For over 30 years, CUNA Brokerage Services (CBSI) has served the investment and insurance needs of financial institutions and their customers. A dedicated partner, CBSI’s unique and personalized consultative approach has consistently empowered industry-leading advisor production and program growth. CBSI features: comprehensive training for program staff and advisors at all levels, open architecture product menu, a strong compliance culture, a sta ... | MORE...
CUSO Financial Services, L.P.
10455 Sorrento Valley Road, Suite 210
San Diego, CA 92121
858-530-4400 (p)
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Sister broker dealers CUSO Financial Services, LP ("CFS") and Sorrento Pacific Financial, LLC ("SPF"), are dedicated to helping financial institutions build successful insurance and investment programs. CFS and SPF deliver flexible yet efficient financial planning, retirement, investment and insurance solutions to boost the financial well-being of your institutions and deepen relationships with those they serve. By delivering "high touch, high te ... | MORE...
Essex National Securities, LLC
550 Gateway Drive, Suite 210
Napa, CA 94558
855-444-3674 (p)
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Established in 1989, Essex National Securities, LLC. (ENSI), member FINRA/SIPC, an independent broker/dealer and Registered Investment Advisor, is dedicated to offering practical and comprehensive solutions to financial institutions wishing to provide registered investment products and services to their clients. At ENSI our mission is clear, we partner with Financial Institutions to provide their representatives and program management with the r ... | MORE...
Infinex Financial Group
538 Preston Ave
Meriden, CT 06450
800-218-2827 (p) 203-599-6001 (fax)
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Founded in 1993, Infinex Financial Group is an independent, full service broker dealer that prides itself on our heritage of being formed by financial institutions, owned by community-oriented financial institutions, and operating for the benefit of financial institutions. Our value proposition delivers: •In-field personalized relationship management •Proprietary referral training •Leading-edge integrated technology •High payouts and low clien ... | MORE...
INVEST Financial Corp.
8745 Henderson Road, Suite 300
Tampa, FL 33624
800-245-4732 (p)
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INVEST Financial Corporation (INVEST), founded in 1982, was the first third-party firm to sell securities in bank lobbies. INVEST Financial Corporation's history of success in distribution of investments in financial institutions has come through forward thinking in anticipating industry changes and providing solutions to its partners. INVEST is the pioneer of bank distribution of investment and insurance products and differentiates itself by off ... | MORE...
LPL Financial Institution Services
2810 Coliseum Center Drive
Charlotte, NC 29217
704-733-3670 (p)
contact: Craig Kamis, Senior Vice President, Business Development and Recruiting
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Combining high-tech solutions and high-touch service, LPL Financial Institution Services provides unbiased product expertise and proven program management tailored to meet the unique needs of each client. Please visit our booth to schedule a personal consultation for your financial institution as well as enter our raffle to win $25,000 worth of complimentary, in-depth Strategic Growth Planning services. ... | MORE...
Raymond James Financial Services
880 Carillon Parkway
St. Petersburg, FL 33716
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Raymond James' Financial Institutions Division has a 25-year history of supporting financial institutions with powerful, full spectrum securities brokerage and investment advisory services. Affiliating with us means your institution gains the power to do more—to attract and retain only the best advisors, to increase market share of assets and to become the foremost financial institution in your community. Not only do we give our affiliated instit ... | MORE...
Cetera Financial Institutions
400 First Street South, St. Cloud, MN 56301 320-656-4361 (p)
BISA member
CUSO Financial Services, L.P.
10455 Sorrento Valley Road, Suite 210, San Diego, CA 92121 858-530-4400 (p)
BISA member
Essex National Securities, LLC
550 Gateway Drive, Suite 210, Napa, CA 94558 855-444-3674 (p)
BISA member
Incapital
1800 N Military Trail, Suite 400, Boca Raton, FL 33431 561-361-1100 (p)
BISA member
INVEST Financial Corp.
8745 Henderson Road, Suite 300, Tampa, FL 33624 800-245-4732 (p)
BISA member
LPL Financial Institution Services
2810 Coliseum Center Drive, Charlotte, NC 29217 704-733-3670 (p)
BISA member
National Financial, a Fidelity Investments Company
200 Seaport Boulevard, Z2K, Boston, MA 02210 617-563-8738 (p)
BISA member
Raymond James Financial Services
880 Carillon Parkway, St. Petersburg, FL 33716
BISA member
330 N. Wabash Ave., Ste 2000 • Chicago, Illinois 60611 • p: 800.539.9740