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Account Access | Infinex Financial Group | United States Infinex offers state-of-the-art technology that connects investors to the tools and resouces they need View your Pershing Brokerage account and view your mutual fund, annuity or insurance account
Infinex is now Osaic Institutions Osaic Institutions (formerly Infinex) was founded in 1993 with a mission to serve the financial institution market from the bankers’ perspective We provide investment, insurance, and wealth management services structured exclusively for banks and credit unions and their clients
Infinex Financial Group | Indiviual Investor Information Whatever your reason for investing: retirement, planning for your child’s education, creating a reliable nest egg, saving for your dream home or exotic vacation, an Infinex Financial Group financial professional can offer you unbiased, independent advice and provide a blueprint for your success
Ownership Structure | Infinex Financial Group | United States Infinex is now owned by Advisor Group, Inc , one of the nation's largest networks of independent wealth management firms serving over 10,000 financial professionals Founded in 2006, Advisor Group is headquartered in Phoenix, Arizona, and has more than 2,000 employees across the country
Wealth Solutions | Infinex Financial Group | United States Infinex Wealth Solutions provides four core areas of support, each with a sales team focused on helping our financial professionals drive more business and deliver clients the experience needed to accumulate, preserve and maximize their wealth potential
Relationship Management | Infinex Financial Group | United States Infinex's Relationship Management structure focuses on in-field, personalized support dedicated to program growth Infinex programs receive one Relationship Manager focused on working with management to drive long-term strategies
The Infinex Advantage - Osaic Institutions For 30 years, Infinex has provided investment, insurance, and wealth management services to financial institutions and their clients Bottom line: the demands of bank and credit union-based investment programs are far different than those of an independent program, especially in the current climate
Service Experience | Infinex Financial Group | United States Our service goal is to keep financial professionals focused on sales, not paperwork or unnecessary hassles Experienced, regional account managers and service members partner with financial professionals to drive business forward
Recruiting Services | Infinex Financial Group | United States Infinex understands the importance of locating and selecting the right financial professional for your program Our in-house recruiting team and regional relationship managers make doing so as easy as possible, leading you through the process in a way that dramatically increases the chances for long-term success