send link to app

CNL Securities app for iPhone and iPad


4.2 ( 1312 ratings )
Finance
Developer: CNL Securities
Free
Current version: 1.0.2, last update: 7 years ago
First release : 11 Apr 2016
App size: 39.81 Mb

A world of knowledge. Anytime. Anywhere.

CNL Securities provides access to resources and products that help financial advisors navigate the alternative investment industry. The free CNL Securities mobile app for iPhone® and iPad® gives financial advisors exclusive access to presentation-ready, educational information on the go. Get the latest market commentary and practice management methods to use in client meetings or expand your knowledge on alternative investments wherever you are.

Content includes:

EDUCATION & MEETING TOOLS
Learn more about the world of alternative investments and how they can be a consideration to help balance investment portfolios.

MARKET TRENDS & COMMENTARY
Get valuable insights on key industry trends from leading economists.

PRACTICE MANAGEMENT LIBRARY
Access a variety of articles, presentations and other tools that benefit financial advisors.

Features include:

• Print on-demand articles are available to share with clients at no cost to signed-on advisors.
• The ability to save your favorite content for easy access on or offline.
• Alerts when updates are available on your favorite content

This is neither an offer to sell nor a solicitation of an offer to buy the securities described herein. The offering is made only by the prospectus. Investors must seek the advice of a financial advisor and consider the investment’s objectives, risks, charges and expenses before making an investment decision.

CNL Securities Corp., managing dealer, member FINRA | SIPC
CSC-0316-16063-INV
CNL Securities Web Site | CNL Securities Mobile Support