Processing

We provide a broad spectrum of daily, quarterly and monthly processing options tailored to your needs.

General Support

We can handle your staffing needs, hiring and training, research projects, proposals and more.

let us handle the paperwork

so you can build your business

Our professional staff includes more than twenty years in the financial services industry. We have special expertise in compliance, training, and accounting.

COMPLIANCE

We handle 17a-3 mailings, Privacy Notice mailings, Form ADV offers, and a multitude of others.

Transitions

We provide assistance with paperwork, disclosures, and more when changing broker dealers.

SEASONED PROS

OUR CONSULTANTS HAVE BEEN EVERYWHERE – RETAIL TO WALL STREET


MVSA

My Virtual Sales Assistant

 Call (828) 559-0759

sandy.sakala@myvirtualsalesassistant.com