Investment Veteran Robert Finn Launches WEG | WEST, a New Industry Paragon for the Independent Broker
Making the Transition From Employee to Independent Has Never Been Easier; A New Service Provides Free Office Space, Mentorship and Leads
(firmenpresse) - SAN FRANCISCO, CA -- (Marketwire) -- 05/14/12 -- Wealth manager Robert B. Finn today announced the formation of WEG | WEST, an affiliate of independent Broker/Dealer and Registered Investment Advisor , designed for low to mid-level production brokers who are looking for better ways to serve their clients and grow their businesses in a supportive and engaging environment.
Bringing decades of industry leadership and with a heightened focus on mentorship and team support, WEG | WEST makes the transition from employee to easy by providing a plug-and-play environment that includes:
World-class office space at 555 California Street, San Francisco
Weekly commission payments
Full financial planning and brokerage capabilities
Mentorship and advice
Access to multiple trading platforms
Supply of new business leads
Back-office support
Disheartened by a large organization culture of continuous commission cuts and inability to service clients in a meaningful way, Robert Finn envisioned WEG | WEST as a back-to-core-principles program for which reinstated focus on client satisfaction, broker collaboration and reward.
The result is . With over 25 years of experience as a top-performing broker, Robert Finn is convinced that the program will become the industry paragon for .
"Whether you are thinking about taking the plunge into independence for the first time, or are a second-generation independent looking for a better fit, I created the program to provide you with the right tools and personnel to help with every step of the way. Coming to WEG | WEST is so much more than getting free office space in the Bank of America building in San Francisco. By providing a mentorship driven culture, first class team support, and collaborative infrastructure, we equip with the tools and the confidence to make the most of their new found freedom," says Robert Finn.
Brokers that come to WEG | WEST will be assigned a transition specialist who will facilitate a transition that is as seamless as possible for both the broker and the client(s).
Prospective Brokers must have a clean U4 and successfully pass a background check. To learn more about becoming an , please visit or
Robert B. Finn
415-568-2285
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Datum: 14.05.2012 - 18:54 Uhr
Sprache: Deutsch
News-ID 146210
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SAN FRANCISCO, CA
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Commercial & Investment Banking
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