We provide a broad spectrum of daily, quarterly and monthly processing options tailored to your needs.
We can handle your staffing needs, hiring and training, research projects, proposals and more.
Our professional staff includes more than twenty years in the financial services industry. We have special expertise in compliance, training, and accounting.
We handle 17a-3 mailings, Privacy Notice mailings, Form ADV offers, and a multitude of others.
We provide assistance with paperwork, disclosures, and more when changing broker dealers.
My Virtual Sales Assistant
Call (828) 559-0759
sandy.sakala@myvirtualsalesassistant.com