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If you are looking for a broker dealer and an investment advisor that is friendly and yet unique, then look no further than Wallstreete Financial Services. Yes, that’s right. This financial service player has been there for quite sometime now in the trade and serving its customers through various channels. The company is well positioned to take care of custodial, advisory, brokerage, insurance and banking needs of its various clients and professional investors.

Among many things that set Wallstreete apart from the rest of service providers is that they have unique support system for different financial institutions and investment professionals. This support comes from the fact that they provide right kind of solutions and investment tools from retirement planning, cash management, scalable technology to wealth management; each of which supports their BackOffice and Operational needs.

Wallstreete has also successfully managed to evolve its trading technology. As a matter of fact, this financial service provider has been rated as “Best of the Web” by Smart Money and Forbes. That’s not all; it has been rated “Site of the Week” by The WallStreet Journal and Barrons. All investors can take a sigh of relief from the fact that the accounts held by Wallstreete are monitored by the firm – Ridge Clearing & Outsourcing. What’s more; they are all protected through SIPC. The protection limit is up to $500,000 out of which $100,000 are for cash balances.

All the financial activities run smoothly and like well-oiled machine here at Wallstreete. Every single correspondent is assigned an experienced and dedicated Relationship Manager whose overall role would be to maintain overall relationship. In addition to the regular financial services, Wallstreete also provides seminars and training pertaining to systems, operations and services. However, this finance services major does not engage in derivatives or proprietary trading, as they can be an added risk to your independent practice.

The company gives you an option to access investment services and also provides you with real time details. As an investor, this gives you an option to plan and execute your own strategies for investment. All you have to do is to take some time off and check out what Wallstreete has on offer. Opening an account has never been easier at Wallstreete. You can get the downloadable forms at their website and get started. Different brokerage services you can avail here are Option Trading, Advantage Accounts, Fast Order Executions, and Direct Access to WSE Trading Desk, Quotes and Research and so on.

You can not describe Wallstreete without mentioning its Banking services. Their banking accounts are also popularly called as “Valet Accounts”. In fact, a Valet Account is a combination of bank and brokerage account. This account is very useful in investing in stocks, mutual funds and bonds and so on. As this account is a combination of different assets, you do not have to go through multiple statements or have to check your financial status. Now, isn’t that simply wonderful for an investor?

As an investor you also have an option to manage your wealth the way you want to. It’s here the Wallstreete’ Retirement Planning services comes into picture. These services will help you take important business decisions. There are plenty of options for you to choose from here. Here again, you need to open an account. You can do so by filling up the form that is available at their website. Different segments that are on offer here include Traditional I.R.A.’s, SEP I.R.A.’s, Roth I.R.A.’s and so on.

Private Client Services is another specialty of Wallstreete. As an investor you can expect Wealth Management from WSE, Professional Money Managers, Portfolio Management Tools, and others. The Streamer Platform at Wallstreete will allow you to access all data of the market in a detailed way. It will deliver you both real-time and delayed information of the market. Its interface is very flexible and is easy to use. Now you realize how friendly the services of Wallstreete are. All you need is $5,000 to open an individual account, corporate account or a joint account. 

So if you are a novice or an experienced investor, Wallstreete is there to empower you to become an expert stock broker through whom you can monitor, formulate and execute your strategies either over internet or through phone. As an investor you certainly can not expect anything more, for sure.