Join Us in Tampa Bay for SYNERGY25
Engage with TradePMR and Robinhood leadership, learn about our vision for the future, and hear from some of the industry's leading voices.
Registration is open for TradePMR's signature conference, SYNERGY25. Join us May 27 – 30 at the JW Marriott in Tampa, Florida. Help unlock your firm's full potential and register today.
LISTEN: Ep. 18 of the Synergize Podcast
Bringing in new assets beyond market growth.
Synergize hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, welcome Derek Bruton, Senior Managing Director of Gladstone Group Inc.
Cut the Red Tape: How Independence Reignited One Advisor’s Passion
“Clients have really enjoyed our ability to be free, because they see that we now enjoy what we're doing.”
Tim Whitney, CEO of TradeWinds, discusses his evolution as a financial professional and some insights he’s gained along the way.
Hear it Straight From an RIA
“Since we have joined TradePMR, all the things that made the firm stand out from the crowd have stayed true.”
This month we spotlight Marc Horner, President and Founder of Fairhaven Wealth Management.
领英推荐
Fusion Network Update: UI Charitable Advisors
UI Charitable Advisors are a charitable advisory firm that helps investment advisors empower their clients to give more impactfully via donor-advised funds, fiscal sponsorships, and general field of interest funds.
Join Hyrum Grenny, Director of Partnerships at UI Charitable Advisors, for a 30-minute introduction to donor-advised funds (DAFs) on?January 29 at 1:00 PM ET.
??TradePMR Coming to a City Near You!
How to connect with us in person over the coming months.??
If your firm is interested in meeting with the TradePMR team at or near any of these conferences, please email?[email protected].
Ready to start a conversation? Email [email protected]
We can dive into your business and help you determine if TradePMR could be the right fit to meet your needs and support your future. Get your hands on the TradePMR RFP Kit and discover if we have the solutions you've been seeking.
Let's connect.
Securities offered through Trade-PMR, Inc.,
The information contained herein is based on sources we believe reliable but is not considered all-inclusive. Opinions are our current opinions only and are subject to change without notice. Offerings are subject to prior sale and/or change in price. Prices, quotes, rates and yields are subject to change without notice. Trade-PMR, Inc. does not provide investment, tax or legal advice. Trade-PMR, Inc. member FINRA and SIPC is a registered broker-dealer. Generally, investments are NOT FDIC INSURED and MAY LOSE VALUE. Please contact your Financial Advisor with information regarding specific investments. Trade-PMR, Inc. reserves the right to monitor all electronic correspondence.