 FA Recruiting Services doesn't just provide access to top firms; it opens the door to an array of industry-leading products and services through First Clearing, LLC. The advantages are clear. As part of Wachovia Corporation, our combined strengths mean we are constantly innovating to stay ahead of the market, not racing to keep up with it.
And First Clearing does more than stock the shelves. They provide access to over 300 product experts who help you understand the products and show you how to implement them into your business plans.
Advisory Services Group. The Advisory Services Group (ASG) provides objective, unbiased investment advice from strategic asset allocation to the selection of stocks and bonds. ASG offers you the insight and tools you need to land and service top accounts:
> Portfolio Review
> High Net Worth Review
> Compass Portfolios
Fixed-Income Marketing Group. Need assistance in developing a custom bond ladder or swap program for a client? The Fixed-Income Marketing Group is a resource you can count on for solutions.
Mutual Funds. You have a direct connection to over 3,500 funds from over 300 of the world's leading mutual fund companiesincluding the most popular no-load funds.
Asset Management Account. The Advantage Account offers you a unique opportunity to make a client's money work smartercombining brokerage and banking features in one account.
Retirement Plans. Retirement specialists bring a powerful combination of financial expertise and industry insight to help you create retirement plans that offer clients a greater variety of choices.
Trust Services.* Imagine putting the resources of one of the nation's largest bank and trust companies to work for you. These value-added services help you establish relationships that span not just years, but generations.
> Delaware Trust
> Testamentary Trusts
> Revocable Trusts
> Charitable Trusts
> Trust Administration Services
Personal Lending Services.* FCC's relationship with Wachovia Bank and other lenders allows client firms to provide customers with a variety of personal credit products including:
> Asset Advantage Loans and Lines of Credit
> Wealth Management Products
Fee-Based Programs
To compete successfully in today's market, you need access to an even greater range of fee-based products and services. First Clearing's state-of-the-art platform enables you to select a variety of established programs so you can spend more time building your practice.
> The Masters Program
> Diversified Managed Allocations
> Wachovia Compass
> Private Investment Management
> Pilot Plus
> FundSourceSM
> Fee-Based Support Tools
> Asset Advisor
> Custom Choice
EnvisionSM Tap into a comprehensive strategic analysis tool that helps identify and prioritize the spectrum of a client's life goals related to their investment portfolio.
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