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Integrated Solutions

OUR SERVICES

RBC CLEARING & CUSTODY

Access your brokerage and advisory accounts held through RBC.

CHARLES SCHWAB INSTITUTIONAL

Access your advisory accounts held with Schwab.

OUR SERVICES

RBC CLEARING & CUSTODY

Access your brokerage and advisory accounts held through RBC.

CHARLES SCHWAB INSTITUTIONAL

Access your advisory accounts held with Schwab.

CURRENTLY OUR FIRM HANDLES OVER

400 MILLION IN ASSETS OF INSTITUTIONAL

CLIENTS IN PUERTO RICO AND FLORIDA

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