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Making the Transition
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Great American Advisors® views the transition of a new advisor
as an opportunity to achieve success from the start. A personal contact in the Home Office is
assigned to each new advisor or institution. Together, we plan the transition process to
minimize down time and limit disruption to your business operations, cash flow and clients.
Our staff will assist with FINRA registration, FINRA test preparation and scheduling, branch registration, insurance
company appointments, account transfers, training and ongoing support.
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