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Broker-Dealers

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Comprehensive Broker-Dealer Registration Services

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Registering your broker-dealer can be a complex process. Regulatory Compliance has more than 20 years of experience in successfully registering broker-dealers like yours.

Turnkey SEC and FINRA Registration Services

From start to finish, we execute every detail in the SEC and FINRA registration process of your broker-dealer. As specialists in broker-dealer registration, we know what to expect. Your registration success is our focus.  We provide numerous value-added services, such as business, financial, and strategic planning to ensure a clear and concise application to FINRA. 

Complete Broker-Dealer Registration Services

  • Preparation and submission of application documents through FINRA’s web-based portal
  • Specialized business plan
  • Customized written supervisory procedures manual
  • Customized needs analysis and training plan
  • Customized AML procedures
  • Customized business continuity plan
  • Constant monitoring of your application status and interface with FINRA examiners
  • Super Account Administrator (SAA) Entitlements


To learn more about any of our compliance services, contact us or call (603) 434-3594.

 

 
 
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