Credential® :: Full Services Brokerage


	Credential Securities^® research and tools

Investment Advisors have immediate and ready access to expert research from Canaccord Financial Ltd., and First Energy. They also have access to sales tools, financial planning software, a client contact management tool, and much more.

Available on the Credential^® knowledgeXchange^® extranet site, these resources make it possible for Investment Advisors to make the most appropriate portfolio recommendations to members.

Our partnership with Pinnacle Correspondent Services provides a state-of-the-art Web broker interface with real-time order entry capability. This, along with an easy-to-use account management system, allows Investment Advisors to monitor all investment holdings and their values, ensuring the highest-quality ongoing advice to clients.

Products and services:

Wealth management products and solutions

Research & tools

Back-office support services

Full support for representatives

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	To learn more about registering your investment representatives to sell stocks, bonds, and other securities through Credential Securities, call us at 1.800.688.9933 or clientservices@credential.com