Securities America Transition

At Securities America, we provide our financial representatives with the tools they need to offer the highest quality guidance and advice to investors. That means everything we do revolves around fostering independence and helping our representatives deliver the best financial products, services and financial counsel to their clients.

Securities America understands advisors need the most advanced technology, professional development services and business support to maintain their edge in the industry. The Securities America Transition App is one tool that will help you through your transition process.

Change is not easy. And the change to a new broker-dealer is certainly a huge commitment. Securities America is committed to making your transition as seamless as possible for you, your office staff and your clients. The transition app will provide you with a checklist of items to consider when moving your business to Securities America.