

FIXED INCOME
In today’s complex and ever-changing financial markets, the increasing demand for fixed income has created a diverse array of products.
Utilizing experience and industry contacts, the Fixed Income Desk works to get you the best execution and inventory available from one of the largest fixed income trading desks in the United States. Through the Fixed Income Desk, you have access to a broad range of products including:
Municipal Bonds
Mortgage-Backed Securities
Structured Products
Government Agencies
Certificates of Deposit
Convertible Bonds
In addition to having access to one of the largest fixed income liquidity pools in the U.S.., you are also provided with the following to effectively manage and grow your business:
• Ability to trade Municipals, Corporates, Agencies, Treasuries, CDs, Preferreds and Mortgages electronically.
• An Internet-based trading platform allowing you to do business anywhere you are connected.
• A variety of detailed, customizable reports, plus tailored proposals that enable you to develop and present highly customized financial strategies, helping your clients understand and achieve their investment goals.
• The BondDesk’s “Bids/Offers Wanted” service instantly routes bids/offers wanted to hundreds of dealers.
To access the Bond Desk Platform simply click the Bond Desk tab in the menu ribbon at the top of the screen and log in. To obtain a User ID and Password contact the Fixed Income Desk at 866.746.7075.
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INSURANCE Quick Links
CPS Insurance Services Highland Capital Brokerage Producer's Choice Network TruChoice Financial Group |
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INSURANCE Quick Links
CPS Insurance Services
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INSURANCE Quick Links
Highland Capital Brokerage
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INSURANCE Quick Links
Producer's Choice Network
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INSURANCE Quick Links
TruChoice Financial Group |
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ADVISORY QuickLinks Advisory Services
Black Diamond Recorded Training eMoney Recorded Training
Practice Management Resources |
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BLACK DIAMOND QuickLinks
ADVISORY SERVICES BLACK DIAMOND SUPPORT BLACK DIAMOND RECORDED TRAINING
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FIDELITY clearing & custody solutions QuickLinks
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Quick Links
PROGRAM AT PERSHING Black Diamond Recorded Training eMoney Recorded Training |
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CONTACT INFO
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Direct Business Processing |
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FORMS & MANUALS
Direct Business Processing |
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Trading |
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COMPLIANCE |
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COMPLIANCE |
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Fidelity:
2020 Fidelity Tax Information
Pershing: 2020 Pershing Tax Information Wedbush: 2020 Wedbush Tax Statement Mailing Dates:
WIS: |
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IT Quick Reference Guide |
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QUICK LINKS WHO IS AML? Isela Ortega-Wu, CAMS
Courtney Valek, CFE, CAMS
Department Mailbox Manuals |