Value for Recruiters
A clear path
AnnuityFix helps financial advisors overcome this hurdle. The solution provides a clear path forward for advisors who wish to drop their Series 6 or Series 7, in favor of providing advisory services for a fee that is based on assets under management.
Do you have trails-paying annuities you wish to service as an RIA?
AnnuityFix is a simple solution for Registered Investment Advisors (RIAs) who wish to service broker-dealer annuities for an advisory fee.
Give us a call (936) 340-2929