Sentences with phrase «program at your brokerage»

Looking to launch a mentorship program at your brokerage?

The National Association of REALTORS ® has a data security and privacy toolkit and a checklist for implementing a data security program at your brokerage.

Christine replaces long - time Dundas manager Derek Levitt, who is spearheading a new coaching and mentoring program at the brokerage.

Not exact matches

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.

You can still benefit from programs like flexible spending accounts and retirement and college savings as someone who is self - employed, just as you would if you were an employee at a large brokerage firm or bank.

Displays show the current rate of the British pound against the Japanese yen and a news program reporting on the British general election at a foreign money brokerage in Tokyo

Knowing this, several online brokerages have created incentive programs aimed at giving existing clients a «win / win» approach to refer their friends and family.

If they pass the Mortgage Broker Education Program, FSCO must establish that they reside in Ontario and work at a licensed brokerage to issue an individual the license allowing them to practice as a mortgage broker in Ottawa, ON.

Refer - a-friend programs from online brokerages are generally a way for the brokerages to offer an incentive (such as cash back or free trades) to an existing client to help bring in new clients, often at a fraction of what it would normally cost to do so through other means.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.

That said, there's nothing quite like a functional demonstration of a technology in action to motivate decision makers and executives into seriously looking at a solution that might end up reducing the operating cost of an online brokerage client service program.

Bank - owned brokerages outside of the big 5, such as National Bank Direct Brokerage with their commission - free ETF program and now HSBC InvestDirect are aggressively looking at winning marketshare through discounted pricing.

Annual Disclosure Notice Brokerage and Investment Advisory Services Cash Management Awards Points Program Rules Consolidated Report Disclosure Electronic Funds Transfer Services and Cash Management Program Debit Card IRA Clients — Notice of Approval International Disclosures Margin Account Facts and Disclosures Options Level Descriptions for Accounts at Baird Private Investment Management (Commission - Based Pricing) Disclosure Routing of Equity Orders Safety of Client Assets Schedule of Fees and Services Charges

As was the case at the outset of 2015, Desjardins Online Brokerage is launching 2016 with a new program and it is likely that this move into the younger investor segment will not go unnoticed by their cross-town rivals National Bank Direct Brokerage, but also by the independent brokerages Questrade and Virtual Brokers who actively market to the younger investor segments.

Surviscor operates a Customer Email Responsiveness program and looks at hours of service and availability of features like live chat (which several brokerages have added in the last year) or «click to call» buttons.

Stock purchase plan: a program that allows investors to purchase a company's shares directly, without a brokerage, and often at a discount

I currently use Scottrade as my brokerage firm so I took a look at this program and I think it is a great tool for those parties interested in automatically reinvesting dividends, but would also enjoy flexibility as to what securities the dividends get reinvested back into.

To get started, enter the amounts below based on both your accounts at Bank of America and Merrill Edge, and accounts at other banks and brokerage firms, to help determine your potential Preferred Rewards program eligibility.

Most brokerages now provide outstanding training, mentorship and coaching programs at the cost of the owners of these brokerages (thank you to those owners).

At this time, real estate firms and professionals engaged in brokerage or property management activities are not required to implement formal anti-money laundering or anti-terrorist financing (AML / TF) programs, as do regulated financial institutions.

At my firm, O'Neill Advisors Inc., we are business brokers that exclusively advise real estate brokerage owners during the sale of their businesses, taking a unique program management approach to ensure nothing is missed from initial planning, marketing, creating competition, negotiations, through to the closing.

At this printing, five markets are testing the first version of UpstreamTM, watching to see how it handles input and editing of data compared to the programs the brokerages utilize.

says 2017 was a great year for real estate, so the brokerage decided to pay it forward to the Community Coffee program at Edgar and Joe's Café.

The donation comes from the Realtors at the brokerage participating in the Pledge Per Deal Program.

Today I am not so encumbered and can exactly «pitch» with full MLS documentation what results my program created even while hindered by the requirement to place clients interests at # 6 below, REBBA, CREA, MLS, Franchise, Brokerage rules and obligations.

He says in the 15 years the commission protection program has been in effect, there has only been one instance «where the cumulative claims for a defunct brokerage reached the cap, and that was when the cap was at $ 500,000.»

At Right At Home, he will be responsible for all aspects of the company's brokerage operations, overseeing seven branch offices and the management teams, as well as training and career development programs, regulatory compliance and brokerage technology application development.

«It's a self - paced program, and it gives agents a track to run on,» says Vincent DellAccio, brokerage manager at CENTURY 21 AA Realty in Seaford, N.Y. «The combination of our materials and David's videos works wonderfully for us, and we can keep track of electronically where the agents are and what they have completed.»

She lists some of the reasons for the brokerage's success — centralized daily training programs; strong in - house conveyancing systems; a centralized resource centre for agents offering greater services, support and tools; large networking events and monthly managers» meetings at the head office in Burnaby.

He is a graduate of the Texas Realtors ® Leadership Program, a recipient of the NRG 20 Under 40 Rising Stars in Real Estate award, Fort Bend County Business Journal's 20 Under 40 Executives, and has earned the At Home With Diversity, Accredited Buyer's Representative, Certified Real Estate Brokerage Manager, Certified Residential Specialist, e-Pro, Green, Seller Representative Specialist, and Short Sale and Foreclosure Resource designations.

A brokerage in Atlanta, Ga., is launching a program aimed at giving military veterans a new career as real estate agent.

We discuss the Big Block Winner's Circle program and annual holiday party, looking at the value in recognizing top - performing agents and the role events can play in a brokerage's marketing strategy.

Individuals who have been licensed with the Real Estate Council of British Columbia for at least three out of the last five years must receive written confirmation from the Registrar of Mortgage Brokers at the Financial Institutions Commission of British Columbia stating that they are eligible to enrol in the Mortgage Brokerage Supplemental Course prior to their enrolment in the program.

At this time, real estate professionals engaged in brokerage or property management activities and their real estate firms are not required to implement anti-money laundering or anti-terrorist financing programs, but the Treasury Department may expand coverage of these requirements to include real estate professionals.

At my brokerage, RE / MAX Prestige in Costa Mesa, Calif., we offer a mentor program.

«I am happy to come and speak at any brokerage about my program.

When the National Association of REALTORS ® debuted its «Real Estate Safety Matters» course for associations and brokerages, the newest addition to the REALTOR ® Safety Program, at the 2015 REALTORS ® Legislative Meetings & Trade Expo in Washington, D.C., there was an obvious underlying message for the men in the room: You're just as susceptible to being attacked as a woman.

If you have a property that you would like to sell, Inland Brokerage & Auctions has a variety of programs to meet your objectives, contact us today at 800.840.1558.

In most markets, From Your Friends is exclusive to one or two brokerages and only the agents at that company have access to the program.

Details about the brokerage discount program are available on the WebsiteBox website, and by contacting Marketing Manager Chad Bhalla at [email protected], or [phone] x1113.