ProEquities: Outperforming Expectations
Independent Contractor

The Opportunity

• Mission to support independent financial planners with the tools, training, and products to grow their businesses
• Aggressive, 5-year goal to double both top-line revenues and the number of financial planners served
  

Why Pershing?

• Freedom
  • Ability to offer all representatives existing resources plus independence
• Technology
  • Open architecture to support data aggregation
• Wealth management products
• Training
• Integrity

"Pershing runs against current custom by following through on promises without fail"

The Bottom Line

• Doubled growth and client base in 4 years
• Achieved goals one year ahead of schedule

"Pershing's people are dedicated to fulfilling their commitments"