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What is the benefit of having one broker-dealer endorsed by Patrick Allen?

April 26, 2017benefit broker-dealer endorsed

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What is the benefit of having one broker-dealer endorsed by Patrick Allen?

1 Answer

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10 Posted

A. Patrick Allen has formed a relationship with a fully non-proprietary broker-dealer that will maximize each producer’s practice by allowing them to send all of their documents to a single location. This simplifies the process for both fixed products and security products.