What assistance does Newbridge Securities give me in moving my accounts and getting established with the firm?
You will have a dedicated transition team that customizes all aspects of your transition around you and your business. Every rep has a unique business and, as such, unique concerns. We handle each representative’s transition individually to address the needs of that representative. Experience has taught us that the transition period is absolutely crucial in building a good relationship with our representatives. You will have 100% access to the Transition Coordinator at all times and personal introductions to all staff involved in your transition.
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