- Investment ManagementProspera Financial Services is a support organization for successful “independent” Financial Professionals, and a full-service broker/dealer, offering a variety of investments to the general public. Through our independent Financial Professionals, we provide our clients with a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and
- Mutual Funds
- Wealth Management
- Accounting Services
- Financial PlanningSuccess Your Way.™ Because we are a firm built by advisors for advisors, we understand your challenges, concerns and opportunities and offer a variety of practical, easy-to-use resources to help you explore new ways to run, grow and protect your business for successful financial planning.
- AnnuitiesResponsible for principal review of approximately 45 registered representatives' day-to-day securities activities including, but not limited to, suitability review of brokerage accounts, advisory accounts, and direct business accounts such as annuities and alternative investments
- Asset Management