The Dealership Withdrawal Program™
covers the four key functions of a registered firm:
- Compliance and Registration
- Back Office Services
- Technology
- Investment Offerings (through separately managed accounts)
You can also integrate insurance and mortgage broker licenses and arrangements with tax, accounting and legal professionals to offer your clients integrated financial planning, similar to a family office.
 |
Vipool DesaiPresident
|
Vipool is President of
Ara Compliance Support,
which he co-founded
in 2006.