Custodial Services

FIRST CLEARING

First Clearing* provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in St. Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business.

Now in its fourth decade of service to quality, independently owned broker-dealers, First Clearing maintains a leading position in empowering firms, their leaders, and their advisors to compete successfully – to help their clients succeed financially.

First Clearing provides access to vast resources, including: a full range of investment, advisory and banking products; alternative investments, fixed income, retirement, and trust services; industry-leading research; advanced advisor workstation and workflow technologies; risk-management and compliance support; and advisor recruiting services. Financial professionals with client firms have exclusive access to First Clearing’s Growth Accelerator® – a professional-development and practice- consulting program designed to take an advisor’s practice to the next level.

*First Clearing is a trade name used by Wells Fargo Clearing Services, LLC.  Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Advisor Growth Accelerator Program

The Growth Accelerator®* program connects you to resources and expertise that can help enhance your practice. It combines professional development offerings with practice management reviews, ongoing one-on-one coaching, best practices, and resources to help you fully leverage product and technology platforms.

Consider the Growth Accelerator® program if your goals include strengthening client relationships, increasing the efficiency and effectiveness of your practice, and accelerating the pace of attracting additional clients.

*Growth Accelerator® is a registered service mark of Wells Fargo & Company and used under license.

How can TradePMR help you transform your business?