Attorney Investment Services

Attorney Investment Services - Licensing and Registration

How do attorneys become licensed to offer investment advice?

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
Leading Mutual Funds

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.

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