Smart fee-based services. Infinite opportunity.
Principal Securities, Inc. (Principal Securities) offers fee-based planning services to help strengthen your client relationships. Financial professionals registered with the Principal Securities RIA can offer these services and, as an Investment Advisor Representative (IAR), you can charge fees and earn proprietary product credits by doing so.
Further expand your offering with planning services that enable you to advise clients on their total financial well-being while earning compensation for your time.
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Opportunity: Fee-Based Planning Services
Bolster your value to clients by offering services to meet all of their financial planning and consulting needs. Each service enables you to engage clients with ready-to-use tools, and backs you with an experienced support team. Access exclusive details:
|Financial Planning||Personalized financial planning|
|Executive Planning||Personalized financial planning for executive clients|
|Business Consulting||Customized exit strategies for business owners|
|Employer Sponsored Services||Financial planning or seminar services for employee groups|
As a representative, you can benefit from offering Principal Securities' fee-based services:
- Get compensated for your time and gain business stability, regardless of market or economic conditions
- Strengthen client relationships and enhance your reputation as a financial advisor
- Advise clients based on their total financial well-being while maintaining focus on their priorities