InterSecurities,
Inc., (ISI)(1) gives financial professionals the resources of a large
broker/dealer with the personalized support of a small firm. Every detail
revolves around making registered representatives feel "independent, not
forgotten."
In turn, ISI's
registered representatives--more than 1,800 nationwide--help their clients
pursue investment objectives through an array of financial products, including
insurance, mutual funds, stocks and bonds. ISI's representatives serve middle-
and upper-income clients throughout the U.S.
The firm's
representatives are independent financial professionals who own and operate
their own businesses. ISI provides personalized business support, technology
and independence--along with the Total Practice Management® support system,
which gives representatives a slate of tools to help them grow and manage their
business.
Based on the best practices of ISI's most successful
financial professionals, Total Practice Management® offers a complete support
system for the independent financial advisor.
Included in this support is a commitment to technology that keeps ISI's
financial professionals on the cutting-edge with financial planning software,
investment research and a portfolio management platform that summons a wealth
of client information with the click of a mouse.
ISI plans to expand through renewed recruiting efforts and
marketing initiatives shared with its sister company, Western Reserve Life
Assurance Co. of Ohio. These efforts will benefit from the firm's
reputation for excellent financial professional support.
Additional information can be found at: www.intersecurities.com