Why Should a Registered Representative Offer Securities?
Registered Representatives should offer securities because there is a demand for investment products and by offering investment products, you will be in a better position to address all of your clients' financial needs and wants. In addition, clients will appreciate the convenience of one-stop shopping and having one relationship that allows them to purchase their insurance and investment needs and wants from the same person. More importantly, the opportunity to cross-sell investment products to clients can help Registered Representatives' business grow.
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