233 North Causeway Suite B New Smyrna Beach, Florida 32169 Tel 386-426-2440 Fax 386-426-2442 Member FINRA / SIPC Email us at info@inletsecurities.com |
| e at Inlet Securities feel that the advisors relationship with clients is the one place that’s not commoditized. That said, make no mistake, transitioning your business will take some effort. Initially, there are always new systems to learn when changing broker/dealers. Our transition team is there to help transfer your business. We will assist you with the necessary forms and handle back office paperwork to minimize interruption to your business. It’s imperative that we get your business up and running and then provide the ongoing training and support to keep it that way. We’ll be with you every step of the way to get the job done right, the first time. |
| oining our team means having the support you'll need to facilitate the conversion of your business. |