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My Dealer Services logo — We help advisors become self-licensed, then provide the comp...

My Dealer Services

We help advisors become self-licensed, then provide the compliance, business support and community of a dealer group.

Founded 2008 5 employees Financial Services

General Information

Company Name My Dealer Services
Founded Year 2008
Employees 5
Industries Financial Services
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About My Dealer Services

My Dealer Services is a financial services startup founded in 2008. The company's slogan "We help advisors become self-licensed, then provide the compliance, business support and community of a dealer group" captures its mission of empowering financial advisors to operate independently while offering the support and infrastructure of a dealer group. My Dealer Services focuses on enabling advisors to run their practices without constraints or conflicts. With over a decade of experience managing applications and serving a nationwide client base, the company has assisted over 350 licensees with their AFSL / ACL. This track record demonstrates the company's expertise in navigating the complexities of financial licensing and compliance. The company's offering revolves around providing the necessary infrastructure and support for advisors to achieve self-licensing while concurrently accessing the compliance, business support, and community resources typically associated with a dealer group. The company's commitment to empowering advisors and removing operational barriers aligns with the evolving landscape of financial services. As of now, there is no available information about the company's headquarter, last investment, or last investment investors. Interested parties may learn more about the company's membership options on their website. With a focus on addressing a pertinent need in the financial services industry, My Dealer Services presents an innovative solution that caters to the evolving demands of financial advisors seeking greater autonomy and support.

Taxonomy: Compliance Support, Dealer Group, Self-licensing, Business Advisory, AFSL, ACL, License Management

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My Dealer Services Alternatives & Competitors

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itSMF USA
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FAQ About My Dealer Services

We help advisors become self-licensed, then provide the compliance, business support and community of a dealer group.
My Dealer Services was founded in 2008.
My Dealer Services operates in the following industries: Financial Services.
My Dealer Services has approximately 5 employees.
Top alternatives and competitors to My Dealer Services include MemberFix, Delta Services Corporation, itSMF USA, Vanguard Dealer Services, Bayer Heritage Federal Credit Union. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
My Dealer Services and MemberFix are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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