 Are you in need of a new Broker Dealer? Join our team at ProEquities and do business with a BD that is professional regarding compliance, yet still knows what sales and marketing are all about. ProEquities is an independent, full service BD with no pressure to sell any particular product line. They are dedicated to quality, service and growth, and this firm supports their representatives with great sales tools, excellent support from the home office, and a complete line of securities-related products. To learn more about how you can be a part of this exciting team, click here: ProEquities Overview. Then call Mark Jacobberger, ProEquities local OSJ Branch Manager, at Producers Financial Network – (800) 985-5549. |
When it comes to making a change in broker dealers, just the thought of the move creates angst for most of us. So the size and duration of various concerns with your current OSJ/BD are primary considerations. What I can assure you of is that a move to ProEquities will be both sensible and productive long term. Call it destiny if you wish, but regardless of how you learned of ProEquities, you are moving in the right direction if you're making a BD change. Start the process today and let us help - you will be glad you did.
Selling Agreement List
Click on this link to open our current sales agreement list. You will quickly see we have all the well known and not so well known products available for you to market with ProEquities. If you don’t see a particular company on the list and you need them, let us know and we will towards getting that sales agreement in place if it makes sense for everyone involved.
Current Direct Investment Opportunities
In today’s marketplace having direct investment alternatives to mutual funds and variable products can be a great advantage to you as an investment advisor. At ProEquities, we have a great lineup of direct investments that range from Atlas Energy, an income structure with *current tax advantages, to Private Equity REITS offering **income distributions and potential back end capital appreciation, to raw land purchases in the path of growth of major metropolitan areas with the Walton Group, to a Storage Unit play that is another income investment. While these investments will require a series 7 license and some of these direct investments are for accredited investors only, they are great arrows to have in your investment quivers.
The information stated above is for investment professionals only. *Tax advantages can only be determined by a tax professional and are subject to change. **Income distribution is not guaranteed nor is the potential back end capital appreciation. These investments have no guarantee of principal.
REIT's
Behringer Harvard
- Opportunity REIT II – All types of properties
- Multifamily REIT - Apartments
- Next REIT – Diversified REIT – Should be available in 2Q
- Lifestyle REIT – Golf, resorts, ski, etc
- CBRE/CNL REIT – Mostly class A office space
- Core REIT – Industrial warehouse
- Growth & Income REIT – medical property focus
- Hines REIT – Class A office space
- Self Storage Buildings
ENERGY PROGRAMS
Ridgewood Companies - A1 Program – Accredited Investor Only – Exploratory oil and gas
- Public 18B – Developmental, mostly natural gas
EQUIPMENT LEASING
LEAF Financial
- Leaf 4 – small office equipment, medical, etc
- Accredited Investor Only – large equipment, rail cars, planes, marine
REAL ESTATE LIMITED PARTNERSHIP
Resource Real Estate
- Accredited Investor Only
- Opportunity Fund – Taking advantage of opportunistic times
- West Palmilla –Accredited Investor Only – Raw land
- Cottonwood – Accredited Investor Only – Raw Land
- Arcade Meadows – Accredited Investor Only – Raw Land
TIC / DST / 1031 PROGRAMS
Inland Austell - Countrywood Crossing
- Inland Austell
- None approved at this time
- one approved at this time
*Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC is independent of ProEquities, Inc. Producers Financial Network, LLC is independent of ProEquities, Inc.