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Do you have an independent mindset? Are you looking for the freedom to control your own business and manage your client relationships the way you feel is best for them not the firm that you work for? What would it mean to your business to tap into the resources of one Albany’s only remaining truly independent FINRA registered broker/dealer firms? If the answer to any of these questions is yes, then then you owe it to yourself to take a closer look into Reid & Associates. Our firm has been providing financial services to clients in the Albany area since 1978. Our office is located uptown near exit 4 of the Northway, so there’s no downtown commute or parking issues for advisors at our firm. We believe now is the time to make the move away from the large wirehouses and be your own boss. Their business models are broken. A year ago nobody thought that Merrill Lynch would be so desperate to survive that they would have to sellout to a bank. What about Citigroup, who would have thought that they would be so desperate to survive that they would have to give a controlling interest in Smith Barney to Morgan Stanley as part of a joint venture. Choosing an independent broker/dealer is difficult. First, you have to find people you want to work with and a firm you want to grow with. Second, you have to evaluate their platforms. Through our clearing partnership with First Clearing LLC, as well as relationships with other strategic partners, we provide a state-of-the-art, robust technology platform to our financial professionals. You have the opportunity to select the combination of systems and products that makes the most sense for your business and your clients. Our philosophy is to be completely proactive on the technology front, and we strive to be in the forefront of delivering the latest developments in workflow efficiency to our financial professionals. As
a Reid & Associates financial professional, you’ll have access to: Stocks,
Bonds (corporate, municipal, treasury), Mutual Funds, Annuities, CDs, and
Options No
pressure to promote any proprietary investment products. Unbiased
research information from a variety of sources. A
full range of retirement plans for individuals and businesses. Full
Service brokerage accounts with unlimited check writing or VISA check card
access. Reid & Associates financial professional relationships include two degrees of independence: the Branch Associate, or Traditional Independent. Through these relationships, you’ll gain access to the services of a company that offers you the best of both worlds — a smaller, service-driven culture and the resources of one of the top clearing firms in the country, First Clearing LLC. I think you owe it to yourself to see what opportunities exist for you in today’s unprecedented world of the financial advisor. Let’s start planning your future today. To find out more, call me at 518-458-7440 or via email 14mreid@gmail.com. Branch
Associate as a W-2 Employee
- Freedom in a team environment. You want to be the owner of your own business, and control the way you run it. But you enjoy the camaraderie and support of working in an established branch setting. Reid & Associates has the ideal situation for you. As a branch employee, you can run your own business - we have no proprietary products - so you can focus on your clients instead of the firm’s preferred products. Compensation
Method: Employee, W-2 tax
status. Control
of Business Plan: You control the business strategies. Ownership
of Client Relationships: You own
the relationships. Control
of Business Expenses: You
have limited control over expenses. Technology: Full hardware platform and software provided from
Thomson/Reuters. Support
Staff: Provided by Reid
& Associates. Retirement
Plan: Profit Sharing plan funded by Reid & Associates. Health
Benefits: Provided by Reid
& Associates. Traditional
Independent as a 1099 Independent Contractor -
Your success. Our services. You’ve already established yourself as an Independent Contractor. But you’re ready to take it to the next level. Reid & Associates can help with access to a full suite of products, better payouts, advanced technology and ongoing marketing support. You retain your freedom, selecting and maintaining your own office space, managing your office and staff, controlling all business expenses, running a separate and distinct business unit. Compensation
Method: Independent
Contractor, 1099 tax status. Control
of Business Plan: You
control the business strategies. Retirement
Plan: You decide on how to fund your retirement. Health Benefits: You decide what benefits you want. (We can recommend vendors who may offer discounted pricing). |