Quick Asked: Proequities Contact Us?
Last update: 26 Apr, 2024 
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What is proequities inc known for? ProEquities, Inc. provides investment brokerage and financial advisory services. The Company offers mutual funds, life insurance, annuities, municipal bonds, asset-backed securities, government bonds, and education plans broking services. ProEquities serves clients in the United States.Is proequities the best ibd in wealth management? With $109 million in 2019 revenue, ProEquities is the No. 37 firm on Financial Planning ’ s annual IBD Elite survey of the largest IBDs in wealth management. With 61% of its revenue stemming from commissions, ProEquities is moving more slowly than other firms in the sector leading the transition to a predominantly fee-based industry.Is proequities transitioning from commission based to fee based? With 61% of its revenue stemming from commissions, ProEquities is moving more slowly than other firms in the sector leading the transition to a predominantly fee-based industry. Among IBDs, advisory fees surpassed commissions for the first time in 2017.
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Adam Feierstein, Formerly With Proequities, Woodbury
Adam Feierstein (Adam S Feierstein, CRD# 6033082) is a barred broker who was last registered with Proequities Inc and Woodbury Financial Services, Inc. in Redondo Beach, California.He had been in the industry since 2011. Woodbury has been the subject of recent arbitration claims by investors who were sold GPB Capital Holdings investments.. Adam ...