The Official Network For Entreprenurial Advisors

Contact Us

Matthew Bassuk
Senior Vice President Business Development
MBassuk@firstallied.com
1-800-336-8842

To find out more about your opportunities with First Allied, please tell us a little bit about yourself. All information submitted here will be kept in the strictest confidence.

* Required Fields

Contact Information
*First Name:
 *Last Name:
Address:
City:
 State:
 Zip:
*Preferred Contact Number:(at least one is required)
Office   Cell   Home
Email:
Professional Information
Current Broker/Dealer/Firm:
 Type of Firm:
*Current Commission Range:

Under $150,000 must join an office of supervisory jurisdiction.
*Assets Under Management:
Years Licensed:
Product Focus:
Are you an Independent RIA?
What is your time frame?
Current Licenses:
  1. Series 3
  2. Series 4
  3. Series 6
  4. Series 7
  5. Series 22
  6. Series 8 or 24
  7. Series 9
  8. Series 10
  9. Series 51
  10. Series 63
  11. Series 65
  12. Series 66
  13. Life and Annuity licensed
  14. Other (Please list)
Professional Licenses or Designations: (i.e. CPA, CFP, JD, CIU, etc.)
Approximate Product Mix Break Down:
  1. % Equities
  2. % Life Insurance
  3. % Fee-based Asset Management
  4. % Financial Planning Fees
  5. % Fixed Income
  6. % Mutual Funds
  7. % Options
  8. % Variable Annuities
  9. % Variable Life
  10. % Alternative Investments
What are the most important factors in choosing a broker-dealer?
How did you hear about us?
If other, please specify:
Where and when would you like to be contacted?
Questions or comments:

The Regional Directors from our Business Development Group are constantly visiting the cities in their respective territories, and are available to meet with you. Please call (800) 336-8842 to find out when one of our Regional Directors will be in your area.

Business Development Map

For more information call: 800-336-8842

Advanced Equities Plaza, 655 West Broadway, 12th Floor • San Diego, CA 92101

© 2010 Advanced Equities, Inc. member FINRA/SIPC