Our brokerage services include access to domestic stocks, U.S. Government Securities, Corporate Bonds, Tax Free Municipal Bonds, Money Market Accounts, and Certificates of Deposits.

We offer an almost unlimited universe of mutual funds from which to choose. Funds can be purchased directly through brokerage accounts via wire order execution through our trading platforms.

Our fee-based accounts are offered through Kovack Advisors, an SEC Registered Investment Advisor. Kovack Advisors offers multiple types of advisory accounts including Advisor Directed, SMA, UMA, Mutual Fund Wrap and Annuity. Our proprietary trading platform allows advisors to build models and trade multiple accounts.

KSI Insurance Services is affiliated with a wide range of insurance and investment companies and are able to provide a full portfolio of high-quality products including fixed and variable annuities, life, health and disability insurance as well as long-term care insurance. KSI Insurance Services acts as the Master General Agent (MGA) for all of the advisors wishing to utilize our services for their fixed and variable insurance needs.

The Brokerage Portfolio Account & Pro CASH Accounts are centralized asset and cash management accounts designed to provide both individual and business clients with greater control over their assets. It has powerful features designed to help save time, make it easy to organize financial data and help build a strong financial portfolio. They offer competitive rates of return on money fund balances and simplified record-keeping, all while maintaining financial flexibility. VISA Gold debit/ATM card and unlimited check-writing are also a feature of these accounts. Additional features include electronic access for direct deposits, withdrawals and systematic investments, and convenient borrowing of up to 50 percent of the value of the marginable securities in your account.

As a KSI Rep you have round-the-clock access to Wealthscape, the premier online service from NFS (National Financial Services is wholly owned by Fidelity Investments). Wealthscape provides you with secure, on-line, timely information on your account using your existing web browser. Access your brokerage account information and much more anytime, anywhere. This service has been improving every quarter with all of the latest Technological advances in the industry.

In addition, you can access interactive charts, profiles, company news, and other helpful information updated with delayed market data.

THE COMPLETE SOLUTION TO MANAGE YOUR EVOLVING BUSINESS NEEDS NetX360™, Pershing’s revolutionary technology platform for investment professionals and RIAs, providing the tools needed to manage clients’ accounts, deliver first-rate service, and develop new sales and revenue opportunities. NetX360 offers one complete solution to efficiently manage your entire business, whether it’s commission or fee.

Take advantage of the many benefits of NetX360 to help you grow your business and reduce expenses, increase efficiency and productivity, enhance compliance oversight, and access industry-leading solution providers to accelerate your performance. NetX360™ provides one complete solution, combining the best of the brokerage and advisory worlds onto one platform, to make it easier for you to grow your business. In addition, the market data, tools, and analytical capabilities available throughout NetX360 will help you identify potential revenue generating opportunities from both new and existing clients.

From sales to transaction processing and from trading to managing compliance risks, NetX360™ will simplify your daily tasks, enabling you to save time, reduce errors, and accomplish more. Click here to learn more.