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help for law firms

 

Attorney Investment Services
Lawyer Investment Services

Atlantic Financial's Attorney Registration Program enables attorneys to become registered with FINRA in order to give investment advice. 

Attorneys can now increase their level of client service and revenue by assisting clients with investment needs.

Attorneys would then have the same abilities and licenses as registered brokers at major investment firms.

Attorneys who are also FINRA registered though our broker dealer,
Cantella & Co. Inc. are able to offer:

  • Over 12,000 Mutual Funds
  • Retirement Planning
  • Pension Plans Including 401(k) Plans
  • Stocks from All Exchanges
  • US Government and Municipal Bonds
  • Corporate Bonds
  • CDs
  • Insurance (Additional License Required)
  • Managed Accounts from over 20,000 Money Management Firms

Attorneys who participate in the Atlantic Financial's Attorney Registration Program are not tied to any proprietary investment services or products. Once this new practice area is set up, you are able to offer far more than most law firms. The additional financial services provided have the potential to improve service for current clients and attract new clients through positive publicity and referrals.

 

Lawyer Investment Services
Lawyer Investment Servicesabout Atlantic Financial

Securities offered through Cantella & Co. Inc. Member FINRA/SIPC.

Copyright © 1994-2009 Atlantic Financial, Inc.
 Atlantic Financial Inc. serves as a branch office of Cantella & Co. Inc. also known as an Office of Supervisory Jurisdiction all references to firm capabilities and securities offerings should be considered under the offering of Cantella & Co. Inc. as the broker dealer for Atlantic Financial Inc.

Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information please call 1-800-559-2900 to request a Prospectus.
Please read it carefully before you invest.