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Approved Products
As a world-class organization, Cambridge provides the full
flexibility of a truly independent Broker/Dealer without proprietary
products or quotas. Some of the basics are listed below, but
please contact us for more specific information.
- Mutual Funds
- Direct Load
- DPP
- NFS- Load & No Load
- Pershing- Load & No-Load
- Variable Annuities/VUL Life
- Third Party Money Managers
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- Limited Partnerships/REITs
- Insurance Services
- Trust Companies
- College Plans (529s)
- CDs
- Retirement Products
- Individually Managed Accounts
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Clearing Firms
Rep/Advisors have a choice of two clearing firms: National
Financial Services LLC (NFS), member NYSE/SIPC, a Fidelity
Investments® company; and Pershing LLC, member NYSE/SIPC.
These relationships offer name recognition and a broad range
of services and products that few clearing firms can match.
Electronic trading systems are offered through both clearing
firms, as are these other state of the art features:
- Electronic trade entry by you or your client
- Mutual fund "order blasting"
- Account look-up
- Electronic account set-up
- Electronic question and answer platform
- Initiate your own transfers
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