Independent Broker Dealer-Independent Dealer Broker

Atlanta Financial Advisor, International Financial Solutions primary goal is starting a relationships and maintaining them.  As Independent broker dealers, International Financial Solutions realize your success defines theirs. What you will find with an Independent broker dealer is a desire to meet your goals with customized and sound investment strategies. 

Since International Financial Solutions is a premier Atlanta financial advisor they strive to make the account opening process as simple as possible .However, the more information International Finanacial Solutions’ gather at the offset, the better prepared their independent broker dealers will be.

Money-Laundering

As a part of the USA PATRIOT ACT and to assist in the government’s fight against terrorist financing and money laundering, International Financial Solutions, Inc. is required to obtain and verify information about the identity of their clients. Because of this, when you open an account with these independent broker dealers they ask for information that will allow the Atlanta financial advisors to confirm your identity or the identity of your corporation or partnership. This process may include a request to see your driver’s license, passport, corporate papers, or other identifying documents.