The Securities America Advantage

Resources for Growing an Investment Business

Building Better Programs Together

Securities America’s Financial Institutions Division has decades of experience supporting banks and credit unions. Our team has a keen understanding of your unique needs, challenges and opportunities, so we can help you gain a distinct competitive advantage.

Benefits for Your Financial Institution

  • Provide a one-stop-shop model for all financial services needs
  • Strengthen client relationships
  • Increase non-interest income
  • Increase client/member retention
  • Multiple affiliation and business models tailored to your needs
  • Buisness growth services such as coaching, compliance, wealth management, marketing and program start-up assistance
  • Innovative technology that makes doing business easier

In your search for a firm to support your financial institution’s investment program, we’re sure you’ll find Securities America has some of the most impressive product, support and service offerings in the industry. In addition, you’ll receive dedicated support from our helpful, knowledgeable and experienced team of professionals, dedicated to helping build your investment program.

Through constant, open communication with program managers, advisors and assistants, and by putting ourselves in your shoes, we relentlessly pursue improvement. We measure key performance metrics to ensure we exceed the expectations of your program and clients. Culture plays a big part in a successful relationship.

Partnering with Securities America enables you to provide clients or members access to a wide array of non-proprietary products and investments. From retirement distribution programs to individually-designed financial plans, we work with our financial institution partners to implement the shared vision of helping people fulfill their dreams.