AFFILIATION OPPORTUNITIES

Affiliation Opportunities 

     
FREEDOM

FLEXIBILITY
 
SUPPORT

Assisting Financial Professionals in  
Building an Exceptional Practice.


Building an exceptional financial practice begins with you and your association with a firm dedicated to its clients, the overall growth of its business, and its distinction in the marketplace.

Centinel Financial Group, LLC provides a combination of national and local resources that offers you:
 

  • The Freedom to unleash your entrepreneurial spirit through open product architecture.
     
  • The Flexibility to choose your affiliation model and evolve your business within one organization.
     
  • The Support that enables you to grow and benefit from the value you build in your business, both now and in the future.
      
     

A Foundation for Your Success

Through your affiliation with Centinel Financial Group, LLC, you gain local access to a range of business resources that help you develop a successful practice of your own, including:
 

  • Specialist and best-practice resources aligned to your business model.
  • Operational support that allows you to focus on client needs.
  • Individualized marketing consulting for your unique business vision.
  • Business training tailored to your needs.
  • Access to an equity and succession program for the practice you build. 



Affiliation Options with Centinel Financial Group, LLC

To help you build the business you envision, Centinel Financial Group, LLC offers three options for affiliation, based on the level of independence and support you desire. As you develop or enhance your business vision, you also have the flexibility to change your affiliation level if you choose. This gives you the power to evolve your business, with no disruption to your clients. Whichever affiliation model you choose, you can take advantage of the financial and infrastructure support offered by Centinel Financial Group, LLC:

 

Traditional Financial
Representative



 		 As a Traditional Financial Representative, you have the innovative support from the Centinel Financial Group, LLC infrastructure, in terms of compliance, training and marketing to help you grow your business. You'll also be eligible to access a subsidized health plan and comprehensive personal retirement plan options.

 
Independent Financial Representative





 		 If you're interested in a more entrepreneurial approach to running your business, you'll want to consider the Independent Financial Representative option. You'll have greater freedom, control and flexibility over the way you grow your business, as well as the level of resources you access. You can tap into our wide support structure, including: compliance, back office processing, access to specialists, and the ability to work with professionals across our network.
 
 
Producer Group




 		 Perhaps you're looking to align with other colleagues who share a common business vision or a desire to create a succession plan within your own group. Your vision will be enhanced as a member of Centinel Financial Group, LLC. Together you benefit from scale, sharing of expertise, and the ability to leverage a network of local resources to help take your business to the next level.

 


Comprehensive Platforms and Products

Regardless of your affiliation, your business success is based on your ability to meet your clients' needs. You'll have access to an open product platform with a comprehensive range of investment, advisory and protection products. Compensation, benefits and recognition are based on total sales, regardless of product manufacturer or product mix, so you're free to recommend whatever works best for your clients.


Broker/Dealer Platform
Through our top-tier broker/dealer, Signator Investors, Inc., you will access a comprehensive investment platform to meet your clients' wealth management needs. All financial representatives benefit from our consolidated operational platform. The platform's robust, yet simplified technology, will free you to concentrate on managing client relationships and building your business your way.


Corporate Registered Investment Advisory Platform
You'll have the option to join the Corporate Registered Investment Advisory Platform, offered through Signator Investors, Inc. This platform offers multiple
fee-based planning resources, and a range of mutual fund and separate account programs, including professional money management based on customized investment strategies. We also offer experienced support to help build and grow your advisory practice.


Comprehensive Protection Platform
We offer all financial representatives access to a comprehensive insurance product platform, from a wide range of insurance carriers, so you can tailor your business to meet your clients' needs.



For more information regarding the affiliation opportunities at Centinel Financial Group, LLC, please contact:

Julie Patterson, Director of Operations
781-446-5018
jpatterson@centinelfg.com


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