NetX360 for iPad offers investment professionals and advisors  the ability  to trade equities and other investments, review order status, access  their clients' accounts, balance information and investment holdings quickly and effortlessly from the palm of their hands. Investment professionals and advisors will also be able to access smart workflow functionality to keep track of various work tasks and view statements and other investor documents.

 

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.