President's Letter

What are the registered representatives looking for in a broker dealer? In today’s environment, our society and business are filled with both challenges and opportunities.

At Ogilvie Security Advisors (OSA) we believe the value for independent broker dealers is driven by reps’ demand for service, technology, competitive payouts, products objectivity, friendly compliance support and the opportunity for the rep to own and manage their firm an entrepreneur.

OSA offers products, services, support staff, technology and competitive payouts to the investment professional trading general securities, the fee based investment professional managing client monies, and the advanced sales insurance producer working with clients on sophisticated concepts involving variable life, variable annuities or fixed insurance products.

We promote creativity among brokers and introduce reps to new sales ideas and opportunities in advanced markets.

Consumers today are seeking trustworthy and competent advisors. It is our goal to work with ethical and professional reps who want to work closely with our compliance department to adhere to all regulatory guidelines and rules in conducting business.

Technology, experienced staff, competitive payouts, marketing ideas, product education, and compliance support are important features to analyze before choosing a broker dealer. We invite you to give us an opportunity to share our story with you. We think it is one of the best in the broker dealer world!