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 We invite you to join the PAM Network. PAM is committed to providing Series 7 registered representatives with the most comprehensive package of SRI products and services that will help provide the best financial performance for your clients.
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We invite you to
join the PAM Network
PAM is committed to providing Series 7 registered
representatives with the most comprehensive package of SRI products and services
that will help provide the best financial performance for your clients. The SRI
field has seen impressive growth in recent years, and with the proper tools, we
believe you can take advantage of this trend to increase your client base.
As an FWG broker affiliated with the PAM Network, you will have all the tools to
serve the best interest of your clients, from both a financial and social
perspective. FWG has a robust platform of
financial management services,
while PAM can tailor its
social screening services
to satisfy any client's criteria. As a leader in the SRI movement, PAM has
developed a Community Investing
program with "high impact" social investments and regularly participates in
Shareholder Advocacy
campaigns. By balancing a complete array of investment products with
client-centered social investing services, the PAM Network offers you a unique
investment opportunity to grow
your brokerage business.
The PAM/FWG alliance provides you additional benefits, including:
a highly
competitive broker payout
the
choice to work with an existing PAM office or to establish your own independent
practice
the
freedom to offer your clients
any investment product,,
without the pressure to push proprietary products or to use socially screened
products.
the
stability of a broker/dealer that maintains clearing relationships with some of
the largest organizations that provide financial services (including National
Financial Services and Charles Schwab Corp.)
the
flexibility to integrate SRI principles according to your own preferences and
those of your clients.
the
strength of a national network of
SRI brokers for investment ideas and social investing strategies.
At Progressive Asset Management, YOU as the financial professional ARE OUR
CLIENT. We provide you with
experienced management and staff,
along with financial tools and social investment services to serve you and your
clients best. By joining PAM, you can enjoy the freedom of being independent
without the feeling of being alone.
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Progressive Asset Management and Financial West Group are
affiliated entities.
Progressive Asset Management
1814 Franklin Street, Suite 503, Oakland, CA 94612
(800) 786-2998
Member FINRA/SIPC |