Affiliating your business with Eagle One is an investment in your future. We know the challenges that accompany changing firms, but we recognize the opportunity this provides for growth. Making a move gives you a chance to communicate with each and every one of your clients.
We take care of the details, so you can take care of your clients. Transition Team
A dedicated and seasoned team will be assigned to help you through the process. Whether you’re switching from another broker/dealer, or becoming an independent for the first time, our experts will make sure the transition is as efficient as possible.
Training
The team will spend time helping you become familiar with Eagle One’s computer systems and compliance procedures. You will be introduced to the home office staff as well as the staff at Mesirow, our clearing firm. The entire staff is committed to supporting you, so you can efficiently grow your business.
Licensing and Transfers
Our Operations Department will assist with licensing, transfers, and home
office paperwork. We take the burden off of you, so your
attention can be on your clients.
"Timing is everything, and when I needed to be transitioning my business, I was scheduled to be in Europe for two weeks. Luckily, I was switching to Eagle One, so the support and assistance I received was outstanding! Even in my absence, they were able to take care of as much of the paperwork as possible, allowing me to enjoy my trip. Eagle One provided dedicated home office support and helped me get back to business quickly."
~ Debbie
"As soon as I began at Eagle One, I was impressed with the value that they added to my business. They offered tremendous support in account transfers. My business was up and running in a month’s time."
~ Joe