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1-10 employees
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Financial Services
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7373 Kirkwood Court Suite 300,Maple Grove,MN,US
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We partner with Financial Advisors to make advisory business easy. Most third-party money managers have one solution that is generically offered to all advisors. Portfolio Partners is different. We aim to find where you need the most help and customize a solution for your firm and clients. Portfolio Partners expands your office by an entire Investment Research team. The result is a deeper level of options, opportunity and attention for your clients. Our services plug into existing systems, so we can enhance your business and client experience without asking you to learn new back office software.By providing powerful portfolio management, back-office support and streamlined trading resources, it gives advisors time to focus on growing their business and solidifying client relationships.Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other entity.
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AdvisorNet Portfolio Partners Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75%
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The widely used AdvisorNet Portfolio Partners email format is {f}{last} (e.g. [email protected]) with 75% adoption across the company.
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