BROKERAGE

As a Registered Representative with WIS you can leverage the depth of our Operations and Trading Department in many different ways.

We assist our Advisors with back office tasks, such as check requests, journals, wires, account opening and account transfer services. Our agency trade execution desks ensure that client accounts of all sizes and investment status can trade with speed and flexibility.

Our Operations and Trading groups are experienced and well-trained professionals who recognize the importance of efficiency and timeliness of your requests.

By selecting your respective clearing firm, you can find additional information and helpful steps on a variety of business processes.

INSURANCE Quick Links

CPS Insurance Services

Highland Capital Brokerage

Producer's Choice Network

TruChoice Financial Group
(The Annuity Store)

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

INSURANCE Quick Links

TruChoice Financial Group
(The Annuity Store)

 

QUICK LINKS
QUICK LINKS
QUICK LINKS
QUICK LINKS