Expand Your Practice and Increase Client Retention with an Extensive Product List
Products and Services Designed to Meet the Needs of Your Clients
You need a broad array of tools to meet the needs of your individual practice. World Equity Group makes available a wide assortment of commission and/or fee based products and services. Our product portfolio ranges from mutual funds to private placements.
It is important to note that many of the selling agreements we have in place today are with companies who were introduced to us by our representatives. Because we serve independent representatives, we make it our business to explore any new relationships our financial professionals may be interested in.
Fee Based Advisory Services
As a Registered Investment Advisor, WEG provides best in class offerings through our ProActive Money Management platform. You also have access to other third party managers through our partnerships with TD Ameritrade and Placemark Investments.
Traditional brokerage services are available through our clearing partners Pershing LLC and RBC.
Leading variable annuity products are available from industry leaders such as Jackson National, Prudential and Transamerica. Many more are available.
WEG has agreements in place with more than 250 mutual fund companies to fit all possible client needs.
WEG’s experienced bond desk traders provide Fixed Income services to both institutional and retail clients.
Utilize leading REITs, Oil and Gas programs, Business Development Corps and Land programs.
WEG Insurance powered by United Advisors provides access to all fixed insurance needs.