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Client One Securities, LLC

Welcome to Client One Securities, LLC. Earning Trust Providing Service Building Relationships. Select broker-dealer fixed index annuities paid out at 100 percent. Fixed income products (including unit investment trust, brokered CDs). Real estate investment trusts (REITs) and Business Development Corporations (BDCs). For Fee Based Advisory. Elite Choice 401(k) Program. Financial Planning and Consulting. Online Client Access to accounts. 11460 Tomahawk Creek Pkwy,. Leawood, KS 66211.

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Client One Securities, LLC | client1securities.com Reviews
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Welcome to Client One Securities, LLC. Earning Trust Providing Service Building Relationships. Select broker-dealer fixed index annuities paid out at 100 percent. Fixed income products (including unit investment trust, brokered CDs). Real estate investment trusts (REITs) and Business Development Corporations (BDCs). For Fee Based Advisory. Elite Choice 401(k) Program. Financial Planning and Consulting. Online Client Access to accounts. 11460 Tomahawk Creek Pkwy,. Leawood, KS 66211.
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Client One Securities, LLC | client1securities.com Reviews

https://client1securities.com

Welcome to Client One Securities, LLC. Earning Trust Providing Service Building Relationships. Select broker-dealer fixed index annuities paid out at 100 percent. Fixed income products (including unit investment trust, brokered CDs). Real estate investment trusts (REITs) and Business Development Corporations (BDCs). For Fee Based Advisory. Elite Choice 401(k) Program. Financial Planning and Consulting. Online Client Access to accounts. 11460 Tomahawk Creek Pkwy,. Leawood, KS 66211.

INTERNAL PAGES

client1securities.com client1securities.com
1

Client One Securities, LLC : Faq

http://www.client1securities.com/FAQ.aspx

How does Client One Securities, LLC keep my personal information secure? Please refer to our Privacy Policy. What is a Broker/Dealer? The Broker/Dealer is responsible for supervising and monitoring their rep’s securities business including such things as advertising, opening accounts, placing trades and maintaining required books and records. What is a prospectus? How can I find more information on investments and/or investing? How do I get set up for online access to my account(s) on NetXInvestor? SEC s...

2

Client One Securities, LLC : Prospect

http://www.client1securities.com/Prospect.aspx

Are you interested in joining Client One Securities, LLC? Do you operate your business with the highest of integrity? Are you interested in having access to latest technology for your security business? Are you willing to listen to new ways to change your business model for the new decade? To obtain the Guest user id and password, please call our recruiting team. You can ask for Huntington Klee or Lance Monk at 913-814-6097. Invalid user name or password. We were not able to find your account.

3

Client One Securities, LLC

http://www.client1securities.com/Default.aspx

Welcome to Client One Securities, LLC. Earning Trust Providing Service Building Relationships. Select broker-dealer fixed index annuities paid out at 100 percent. Fixed income products (including unit investment trust, brokered CDs). Real estate investment trusts (REITs) and Business Development Corporations (BDCs). For Fee Based Advisory. Elite Choice 401(k) Program. Financial Planning and Consulting. Online Client Access to accounts. 11460 Tomahawk Creek Pkwy,. Leawood, KS 66211.

4

Client One Securities, LLC : Disclosures

http://www.client1securities.com/Disclosures.aspx

Earning Trust • Providing Service • Building Relationships. 11460 Tomahawk Creek Pkwy,. Leawood, KS 66211. Toll-free: 888.909.9399. Local: 913.814.6097. Fax: 913.273.1453. Member FINRA/SIPC and an Investment Advisor.

5

Client One Securities, LLC : Services

http://www.client1securities.com/Services.aspx

Online Client Access to accounts. Select broker-dealer fixed index annuities paid out at 100 percent. Fixed income products (including unit investment trust, brokered CDs). Real estate investment trusts (REITs) and Business Development Corporations (BDCs). For Fee Based Advisory. Elite Choice 401(k) Program. Financial Planning and Consulting. Http:/ www.finra.org/investors/tools. Or "What does ex-dividend mean? Or "What is the difference between a market order and limit order? 11460 Tomahawk Creek Pkwy,.

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Our Products and Services

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808 South Public Road. Lafayette, CO 80026. Porter Insurance Agency, Inc. Our Products and Services. Our Products and Services. We provide assistance in the following areas:. Check the background of your financial professional on FINRA's BrokerCheck. Securities and Advisory Services Offered Through Client One Securities, LLC. 160;and an Investment Advisor. Porter Insurance Agency, Inc. and Client One Securities, LLC are not affiliated. 808 South Public Road. FINRA Series 6 and 63.

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Team | Porter Insurance Agency, Inc.

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808 South Public Road. Lafayette, CO 80026. Porter Insurance Agency, Inc. Our Products and Services. Russell Porter, CLU , ChFC , AEP , CLTC. Russ Porter, CLU, ChFC, AEP, CLTC has over 15 years of experience working with individuals, families and business owners. He has an excellent understanding of how insurance works to meet specific goals and uses a practical approach. Click to read more. Check the background of your financial professional on FINRA's BrokerCheck. 160;and an Investment Advisor.

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The Power of Compound Interest | Porter Insurance Agency, Inc.

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808 South Public Road. Lafayette, CO 80026. Porter Insurance Agency, Inc. Our Products and Services. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. It sounds simple, but paying yourself first can really pay off. Your Cash Flow Statement. Have A Question About This Topic? 160;and an Investment Advisor.

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Estate | Porter Insurance Agency, Inc.

http://www.russporterinsurance.com/resource-center/estate

808 South Public Road. Lafayette, CO 80026. Porter Insurance Agency, Inc. Our Products and Services. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Principles of Preserving Wealth. Ascert...

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Tax Resources | Porter Insurance Agency, Inc.

http://www.russporterinsurance.com/tools/tax-resources

808 South Public Road. Lafayette, CO 80026. Porter Insurance Agency, Inc. Our Products and Services. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. 160;and an Investment Advisor. 808 South Public Road.

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Insurance | Porter Insurance Agency, Inc.

http://www.russporterinsurance.com/resource-center/insurance

808 South Public Road. Lafayette, CO 80026. Porter Insurance Agency, Inc. Our Products and Services. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Protecting Those Who Matter Most. The Mo...

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MS Financial Resources | Our Team

http://www.msfinancialresources.com/OurTeam.aspx

Mitzi Swaffar, CFP. Mitzi is a Kansas City native and, having graduated from the University of Kansas, she is also an avid Jayhawk fan. She is very close to her family and proudly displays their photos throughout her office. Her hobbies include running, reading, and spending time outdoors. Connie Jabara, Strategic Partner. I offer an insurance review as a complimentary service because I want to help you understand your insurance policies, your plans, and most importantly your options. Design and Hosting ...

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Our Mission

http://www.russporterinsurance.com/p/our-mission

808 South Public Road. Lafayette, CO 80026. Porter Insurance Agency, Inc. Our Products and Services. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. Check the background of your financial professional on FINRA's BrokerCheck.

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Glossary | Porter Insurance Agency, Inc.

http://www.russporterinsurance.com/tools/glossary

808 South Public Road. Lafayette, CO 80026. Porter Insurance Agency, Inc. Our Products and Services. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically base...

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Client One Securities, LLC

Welcome to Client One Securities, LLC. Earning Trust Providing Service Building Relationships. Select broker-dealer fixed index annuities paid out at 100 percent. Fixed income products (including unit investment trust, brokered CDs). Real estate investment trusts (REITs) and Business Development Corporations (BDCs). For Fee Based Advisory. Elite Choice 401(k) Program. Financial Planning and Consulting. Online Client Access to accounts. 11460 Tomahawk Creek Pkwy,. Leawood, KS 66211.

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