First Standard Financial is built by brokers for brokers. Simply stated, we know what their needs are and how to support them, so they can provide you with high quality advice and service.
The Financial Industry Regulatory Authority, FINRA, requires that your registered financial representative make transactions for you by using the services of a broker-dealer. First Standard Financial helps your financial representative in the following ways:
Access to advanced technology and research sources
Continuing education regarding investment techniques, tax codes, and compliance requirements
Broad spectrum investment products to suit various styles and interests
Mentoring by high-level executives
Personalized goal setting
A workplace that values and supports independence
Questions – Your comfort is important to us, and we want you to ask any questions you might have. Large or small, about benefits or fees – just ask. We will make sure you are fully aware of each transaction before you make it. After all, we’re here to help you reach your goals.
Returns – Maybe you want to know what kind of return you can expect. The market changes from day to day and even from minute to minute. No one can predict whether an investment will go up or even stay the same. You can trust that we are committed to keeping you up to date about what is going on with your account.
Communication – Handling your decisions properly and safely is our number one priority. We love email and Internet access as much as you do, but sometimes there are problems. Electronic communication can get lost, delayed, or even hacked. We reserve the right not to process or carry out instructions that we receive electronically until we can verify your wishes. Please contact us directly if your information is:
Advice – Before making any decisions, we recommend that you talk with a qualified attorney, financial counselor, or accountant regarding tax questions or legal matters. Nothing on this website is meant to be tax or legal advice of any kind.
Last, but not least, the opinions and information shared here are not in any way meant as a request for the sale or purchase of securities.
The USA Patriot Act requires that we receive detailed information from you when you open an account with us. This information confirms your identity and helps in the fight against funding terrorism and money laundering.
The process is simple. We will ask for the following information:
a government-issued identification number
Partnerships, corporations, estates, trusts, and other types of organizations may be required to provide additional verifiable documents. Damages, missed opportunities, losses, and even the closing of your account can occur if you fail to provide the appropriate information, and First Standard Financial will not be held responsible for these.
If you are interested in learning more about the CIP, please visit the U.S. Securities and Exchange Commission website for more details.
At First Standard Financial, we take every precaution to keep your information private and safe. We want you to trust your registered representative when making a decision involving a wide variety of products and financial services we offer. Maintaining your trust is our number one goal, so please take a few minutes and read our privacy notice.
Some important information about “cookies:”
They cannot access information in the memory of your computer.
They only store information about where you go on our website.
You can set your browser, so your visits will not be stored.
They can be blocked, but this may affect how well some website features work.