Kestler Financial Group, in conjunction with our broker/dealer, Centaurus Financial, Inc., offers competitive compensation and comprehensive back-office support for independent representatives. Whatever the securities product mix, our goal is to help independent financial advisors increase business and bottom-line profit. KFG’s Securities Department provides the convenience of a one-stop-shop for all of your financial planning needs:
- Variable Annuities
- Bonds
- Mutual Funds
- REITS
- Limited Partnerships
- Variable Universal Life
- UITs (Unit Investment Trusts)
- Stocks
- Fixed/Equity Indexed Annuities (F/EIAs)
- Leading edge technology that allows you to effectively manage clients and implement appropriate short and long-term financial strategies
- Extensive back-office support provided by licensed securities professionals who can assist with plan design and product information
- In the event your prior broker/dealer does not allow block transfers, our Securities team can assist with individual transfers in order to seamlessly transition your business
- Information on new products hitting the market, changes to industry-wide rules & regulations and relevant seminars
- Updates on continuing education requirements and other compliance related issues
- Audits conducted at your location and convenience
- Assistance with questions regarding compliance-approved business cards, letterhead, email and website disclosures (Estimated turn-around time: 48 hours)
Whether you are making the transition from an independent broker/dealer or from a wire-house, our goal is to make your transition a smooth one. We provide ongoing support to assist our representatives in all aspects of business – from transition to closing a sale with a client. If you are ready to take your business to the next level, and to see if you qualify to join our team, please complete the Pre-hire Consent form and fax the paperwork to (571) 209-1221.