Increase efficiency and enrich the broker experience, with our workstation. Simplify your life with access to account details, advisor sales tools, on-demand reporting, targeted alerts, client householding, data aggregation, CRM integration, and educational and marketing resources.
Working for You
Intuitive technology, robust solutions, an array of wealth management products and our advisor minded service helps you to maximize efficiency, boost productivity and strengthen your client relationships.
See a Boost in
of our Alliances
Our advisors have access to robust solutions for streaming quotes, news, and analytics. There is an entire spectrum of options depending on your market data needs. From streaming data, to real time static quotes, down to slightly delayed quotes, charts and market overviews.
We customize our compensation package specifically for you and the needs of your high payout financial practice. At CSS, we think from your perspective. We are here for the long haul, helping you keep more of your revenue and providing you with exceptional value.
Focused on You
We understand the trust that your clients have placed in your name, so we give you the freedom to customize your clients’ brokerage statements. Add the name and logo of your DBA to all brokerage statements your clients receive.
We place great priority in knowing our advisors and their business model intimately so that we can effectively provide you with wise advice every call. Our staff have experience as advisors themselves and are here to improve your practice and streamline the way you do business.
Simplified business processing with our proactive team.
More than Numbers
The numbers are good. But there’s more to it than that.
Just looking at the numbers with Center Street Securities as a high-payout financial professional is enough to convince most that our way, is the way to go. But we care about a lot more than the numbers. We want to provide exceptional value to our broker-dealer relationship. As a rep-centric broker, we are focused on your perspective. Our own president is still an advisor himself, filling out the same paperwork and living under the same rules as you.
When he sees a process becoming too onerous, he is the first one to streamline it in order to make it easier for all of our Center Street Advisors. It’s another piece in the big picture. Our goal is to make your work easier, providing you with the absolute best in service, while still putting as much as possible back into your pocket.
Flat monthly fee
We can free you from the burden of surprise fee increases, high affiliation fees, and exorbitant branch inspection fees.
Low ticket charges.
Take advantage of our low ticket charges. Ticket charges do vary between clearing firm and custodians.
Weekly direct deposit.
Commissions are paid weekly every Friday via electronic funds transfer (EFT) directly to your bank account.