Announced today that Beneficial Investment Services, we sought a wealth management platform that would easily integrate multiple aspects of the business, Stock Investment said Charles Funke, chairman, president and chief executive officer at Beneficial Investment Services.
BIS’s registered reps and investment advisors use WealthStation as the firm’s official, corporate-adopted financial planning tool Stock Investment, having successfully test-marketed the system with a large sampling of the firm’s reps and advisors Investment Guide.
Stock Investment managers and compliance officers grow their businesses by meeting the needs of their affluent and high-net worth clients, Beneficial Investment Services is a full service-brokerage and investment advisory company offering a complete range of investment advisor products Stock Investment. Securities and investment advisory services offered solely by Beneficial Investment Services.
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