A New Career In Financial Services & Wealth Management

Make us your new business partner & broker dealer...

Seeding new Financial Advisors since 1979!



The Financial Services Industry provides a wonderful career opportunity for those who enjoy helping others achieve their dreams, provide peace of mind to families and serve their needs.

As your partner and Broker Dealer we embrace this opportunity and recognize the growing need to provide a structured entry program to those seeking this rewarding career. It is important that our Career Entry Program differs from the “typical” programs that have quotas and proprietary product constraints.

Our Career Entry Program includes:

  • Life Licensed within 100 days, exams
  • Complete Money Concepts Wealth Management Symposiums
    (14 modules with instructor), exams
  • Product Marketing Workshops, exams
  • Joint client interviews with senior advisor, exams
  • Sponsorship for FINRA, exams
  • Your Straightest Path To Success!

Our objective is to help guide your learning curve through the combination of classroom and field experience with an experienced Director and senior advisor. The result, a solid foundation from which you can Grow!

For more information please Contact Us to schedule a confidential conversation. Follow us on Facebook, LinkedIn and Twitter.

As an Independent Broker Dealer we’re striving to be first! As your Broker Dealer we’re working to be your last!

Check Money Concepts Background Here:

Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Disclosure