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Value-Added Services

You never get back the time or forget the hassles involved with managing the administrative parts of your business.

Ceros Financial Services, Inc. offers a full range of comprehensive back-office outsourcing capabilities that allow you to focus your attention on more important matters such as building relationships with your clients and keeping abreast of the ever-changing investment landscape. Our single-minded objective is to help explore and expand your business opportunities.

  • Performance Reporting & Billing Services
  • Real Time Quotes, Charting & Research
  • Sub-Advisory Referral Program
  • Creation of Client's Own Mutual Funds and/or Hedge Funds
  • Interface with Quicken
  • AdvisorBenchmarking
  • Flexible Pricing
  • Extensive ETF Trading Facilities
  • Education Materials

 

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9601 Blackwell Rd. Suite 325
Rockville, MD 20850
Member FINRA|SIPC