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Financial Advisory ServicesInvestment Advisory Services

About Us

Full service stock brokerage firm. Ready to serve you with any and all of your financial and planning needs.


Client Service Associate
Category: Financial Services
Job Details DescriptionJob Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Support the daily more
Phone:(434) 845-1000
Fax:(434) 528-9335