Company Information

Get to know Financial Services Marketing

Founded in 1982, Financial Services Marketing (FSM) is an independent marketing organization (IMO) that serves as a key intermediary between insurance carriers and independent financial advisors. The company's mission is to empower these advisors by providing them with access to a competitive portfolio of annuity and life insurance products, along with comprehensive back-office support, advanced marketing strategies, and sales training. FSM acts as a wholesaler, helping financial professionals navigate the insurance landscape and grow their business without being captive to a single carrier.

Industry

Financial InsurancePRIMARY
Financial Other Service

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Financial Services Marketing

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

--/10

Reviews

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.