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How to make a move without losing momentum.

No matter where you are in your career, we will guide you during the transition.  By working with advisors like you, Nations has developed a proven process designed to make your transition a smooth one.  This includes:

  • Dedicated transition team
  • Personalized conversion plan with detailed timeline of key objectives and dates
  • Same day transfer of your registration
  • Easy to use technology to create all necessary client account transfer documentation
  • Ongoing conversion assistance until YOU feel comfortable

Our experienced transition specialists will navigate the process of moving your book successfully without missing a beat.

To learn more about Nations Financial call 800-351-2471.

“Nations works to make the transition as seamless as possible—from registration to transferring client accounts. No move is complete until the advisor’s business is up and running at 100%.” BRIAN WILKINSON, Chief Compliance Officer/ Integration Manager