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Additional Services

Insurance Services

WallStreet*E Financial Services Insurance Agency provides your customers with a diversified range of insurance products to meet their investment needs. Our insurance agency provides variable annuity and fixed annuity products through our relationships with the leading insurance companies including: Allianz, AIG Sun America, Hartford Life, ING, Jefferson National Life, MetLife Investors, Nationwide, Pacific Life, John Hancock, Prudential, Jackson National Life, Horace Mann, Genworth and Transamerica to name a few. We also have FMO arrangements to support your life and Variable Universal Life needs.

Financial Instruments

WallStreet*E Financial Services offers asset allocation in equity, ETF, options, mutual funds, fixed income and insurance products. We have approximately 15 different selling agreements for access to the wider market including agreements with several European Banks and Institutions. Our Fixed income product includes Corporate, GNMA and Government Bonds as well as structured products, CDs and Reverse Convertible products. We also support alternative investments such as private placements and REITS.

Private Client Services

WallStreet*E Financial Services provides personalized services through its Private Client Services (PCS) division which allows customers to get expert advice and assistance with their account by working directly with a financial professional. The Private Client Services Group includes:

  • Retail level full service brokerage solutions allowing customers to work directly with a financial professional allowing them to benefit from their expertise and account management, while providing first class customer service to provide the full service experience.
  • Broker Assistance allowing registered financial professionals who need assistance with their accounts either in the asset allocation, or customer management functionality; our PCS group can assist your business needs to allow you to focus on what you do best.
  • Asset allocation and investment services for clients needing assistance with their accounts to meet their investment objectives.
Private Labels

We provide private labeling services on our BrokerWebstation platform as well as produce website at a premium and customized level. The private labeled website includes the private labeling of our award winning technology with a new banner and is tied directly into a correspondent’s website. This allows for the correspondent to market their website effectively and allows greater credibility and visibility in your online marketing efforts. We are currently the only institution that allows the private labeling of its technology.

Added Value

We have several value added components that adds value to our service and your service to your clients. These value added services includes:

  • Valet Accounts – This gives you and your client’s access to their cash and money market balances via Visa debit cards and check writing. Balances and transactions are also available through the BrokerWebstation online access
  • Argus Reporting – Argus research reports are made available to correspondents seeking research analyst reports on equities, mutual funds and fixed income products
  • Compliance Services – Compliance tied into some of the functionality of the BrokerWebstation platform including reports on your customer profiles. Additionally, we have dedicated an entire website to compliance that has our procedures, compliance forms, articles and training.